by kpetersen | 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 kpetersen | 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...
by kpetersen | Jan 4, 2024 | Financial Insight
Get the conversation started and foster financial education in your family with our latest resource: “Nurturing Financially Savvy Generations: A Guide for Teaching Children and Grandchildren Financial Literacy from Preschool to High School.” Use this...
by kpetersen | Oct 20, 2023 | Financial Insight, Quarterly Investment Update
“It’s snowing still,” said Eeyore gloomily. “And freezing… however,” he said, brightening up a little, “we haven’t had an earthquake lately.” A.A. Milne humorously captures what I believe to be the current prevailing view of the economy as well as financial markets....
by kpetersen | Oct 6, 2023 | Financial Insight
It is that time of year. The kids and grandkids are back in school, the pumpkin is spiced, and your festive neighbors across the street are taking out their Halloween decorations. All of this can mean only one thing: It is Medicare Open Enrollment season, so mark your...
by kpetersen | Sep 21, 2023 | Financial Insight
Ignorance isn’t bliss when it comes to long-term care. As Americans live longer, it is becoming more and more likely that you or someone you love is going to need it. But are you prepared? According to longtermcare.gov, nearly 70% of Americans over the age of 65 will...
