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 | Jul 19, 2023 | Financial Insight, Quarterly Investment Update
Do you remember where you were when the clock struck midnight signaling the end of the 20th century and start of the 21st? Perhaps, like some of us, you were glued to the TV anxiously wondering if the new millennium would bring some insanity – minor computer errors or...
by kpetersen | Apr 17, 2023 | Financial Insight, Quarterly Investment Update
Another quarter is in the books and it was an eventful one to say the least. Before we get into what happened I thought I would share a chart of asset class returns for the quarter that you might find surprising. Surprised? This quarter was a great case study in how...
by Aimee | Jan 18, 2023 | Financial Insight, Quarterly Investment Update
Happy New Year! I hope you all had a wonderful holiday season with your friends and families. 2022 was a great year on a personal and professional level for many of us, but I know I’m not alone in being ready to move forward from a market perspective. While I’m eager...
by Site Administrartor node1.integrated-partners | Dec 29, 2022 | Financial Insight, Quarterly Investment Update
Financial INSIGHT I hope this letter finds you well. One of the benefits of our independence with our new company is to try to provide you with more timely information. One way I hope to do that is a quarterly newsletter with my thoughts on the market. We realize the...
