by Kelly Petersen | Feb 29, 2024 | Financial Insight
When it comes to your retirement nest egg, we have some good news and some bad news. Which would you like to hear first? Good News? The market’s performance last year created record-breaking year-end balances in many individual retirement accounts, or IRAs. As of...
by Kelly Petersen | Feb 21, 2024 | Financial Insight
As the Rolling Stones once put it, “a storm is threatening… if I don’t get some shelter… I’m gonna fade away.” That pretty much sums up the pivotal event from last week. But markets, to their credit, refused to fade away. US CPI came in...
by Kelly Petersen | Feb 15, 2024 | Financial Insight
It starts with simple memory loss, which we dismiss as “senior moments.” Then, it evolves into difficulty with familiar tasks, forgetting words, confusion and disorientation. Cognitive decline is ruthlessly pervasive in America today. According to the Alzheimer’s...
by Kelly Petersen | Feb 7, 2024 | Financial Insight
There’s something happening here, but what it is ain’t exactly clear. The late, great Buffalo Springfield could have been describing the markets because action last week was indeed very curious. Overall, the week was dominated by commentary from the...
by Kelly Petersen | Jan 25, 2024 | Financial Insight, Quarterly Investment Update
In the late 19th and early 20th centuries, it was common for apartments in New York City to be built with the bedrooms on top of each other. If you were the downstairs neighbor, you had the daily experience of hearing your upstairs neighbor’s shoe hit the floor,...
by Kelly Petersen | Jan 10, 2024 | Financial Insight
What year featured an identical calendar year to 2024? A. 1924 B. 1948 C. 1996 Continue reading to the end to find out the answer! 2024, like any New Year’s Day after a great New Year’s Eve Party, is off to a rather sobering start. The last two weeks of 2023 saw...
