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So far Janae - BPetersonDesign has created 50 blog entries.

Long Term Care and Your Options

2022-11-14T09:57:34-07:00

Long-term care includes a whole host of services that you may require to meet various personal needs. And eventually, around 60% of us will need assistance with things many take for granted, according to the Administration for Community Living, a division of the U.S. Dept. of Health and ...

Long Term Care and Your Options2022-11-14T09:57:34-07:00

How to Protect Yourself Online

2022-11-14T09:57:14-07:00

Cybersecurity is “the practice of protecting critical systems and sensitive information from digital attacks.” You may not be in the business of defending critical infrastructure from online threats. But fraud, identity theft, and online scams that target your finances pose significant challenges for everyone in today’s digital world. Armed with ...

How to Protect Yourself Online2022-11-14T09:57:14-07:00

Fall 2022 Economic and Market Update

2022-11-14T09:56:39-07:00

What's the status of the TD Ameritrade/Charles Schwab merger?  What do the new IRS Agents mean for you?  What's happening in the global economy and how does that impact your investments?  What's going on with digital currencies?   Where are we now? What are we doing/monitoring in terms of your investments? ...

Fall 2022 Economic and Market Update2022-11-14T09:56:39-07:00

Volatile markets: a chance to clean up portfolios and retirement strategies

2022-07-28T13:42:26-06:00

When markets are as volatile as what we’ve been experiencing, it can actually be a good time to make progress toward your long-term financial objectives. No matter what’s happening in the economy and financial markets, we’re always on the lookout for ways to bring you ...

Volatile markets: a chance to clean up portfolios and retirement strategies2022-07-28T13:42:26-06:00

Volatile Markets: Don’t rely on headlines for guidance on when to invest

2022-06-09T14:49:12-06:00

Falling markets and drastic headlines can tempt individuals to abandon their long-term investing plans. Their thinking might go something like, let’s wait until it’s over, hoping to catch the market at its lowest point before buying in. Or in rising markets, maybe they seek to ...

Volatile Markets: Don’t rely on headlines for guidance on when to invest2022-06-09T14:49:12-06:00

Fiduciary: Funny Word, but Vitally Important Criteria

2022-04-14T11:07:32-06:00

Thankfully, many professionals including doctors and lawyers are held to certain standards within their industries that require them to put the interest of their clients first. Professionals that are legally obligated to put their client’s interest first are known as Fiduciaries. However, this standard is ...

Fiduciary: Funny Word, but Vitally Important Criteria2022-04-14T11:07:32-06:00
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