Jon Peterson - Financial Planner, Windsor Wealth Planners and Strategists

11/03/2026

Oil prices fall as hopes rise for a US-Iran deal, pushing treasury yields toward a two-month low. Meanwhile, Consumer Discretionary stocks rally. CIO Larry Adam digs deeper in today's Up & Adam.

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11/02/2026

Despite a scare for markets, our long-term outlook remains constructive. Demand for AI solutions is still accelerating as the focus stays on earnings. CIO Larry Adam digs deeper in today's Up & Adam.

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10/30/2026

AI capital investment and consumer spending power 3Q GDP growth. Meanwhile, Microsoft surprises with a bond deal as investment grade issuance sets an all-time high. CIO Larry Adam has the latest insights in today's Up & Adam.

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10/29/2026

After the Fed decides to hold interest rates steady, markets will digest the latest GDP numbers and Tech earnings. CIO Larry Adam has the latest insights in today's Up & Adam.

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10/28/2026

Despite cost pressures, consumer confidence has rebounded and people are still spending on cruises and flights. Plus, we'll lay out what we expect at today's FOMC meeting. CIO Larry Adam has more in today's Up & Adam.

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10/27/2026

Nearly 100 years later, what lessons does the 1929 stock market crash teach modern investors? Plus, will growth stocks regain ground as hyperscalers report earnings? CIO Larry Adam has answers in today's Up & Adam.

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10/26/2026

Three mega-cap Tech companies will be the focus of this week's earnings, but we will be looking beyond the numbers to the guidance. CIO Larry Adam offers more insights in today's Up & Adam.

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10/23/2026

Despite cost pressures, jobless insurance claims data and credit card issuers are pointing to strength in consumer spending. CIO Larry Adam offers insights in today's Up & Adam.

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10/22/2026

As demand for AI services outpaces computing capacity, both SpaceX and Meta boosted capital investment plans, signaling a continued focus on data center expansion. CIO Larry Adam offers insights in today's Up & Adam.

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10/21/2026

Estate Planning Mistakes usually aren't caused by missing documents. They're caused by simple things that were never updated or organized.

• Update beneficiaries on retirement accounts and life insurance
• Add beneficiaries (POD/TOD) to bank and investment accounts when appropriate
• Fund your trust if you have one
• Have current Powers of Attorney and Healthcare Directives
• Organize passwords and digital assets
• Create a list of accounts and key contacts
• Communicate your wishes with your family

Families often fight less about money and more about sentimental items that were never clearly addressed.

Estate planning is about more than transferring assets. It's about reducing stress, confusion, and conflict for the people you love most.