by Kelly Petersen | 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 Kelly Petersen | 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 Kelly Petersen | 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 Kelly Petersen | 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...
by Kelly Petersen | Aug 29, 2023 | Financial Insight
Axl Rose told us that all we need is just a little patience, but when it comes to investing and the markets, most of us would just prefer a little Paradise City (because the grass is always green there.) Markets weren’t waiting so patiently for a few things last week....
by Kelly Petersen | Aug 11, 2023 | Financial Insight
Who is Fitch? Fitch Ratings is one of the “Big Three” international credit rating agencies, the other two being Moody’s and Standard & Poor’s. These agencies assign ratings to the debt of countries, companies, municipalities, etc. that indicate overall...
