Anne C. Peterson, CFP, CRPC, RICP

11/02/2026

Many investors are asking whether today's AI boom resembles past market bubbles. While no one can predict exactly how the current cycle will unfold, history offers valuable perspective.

If you have questions about how today's AI market trends could affect your financial strategy, let's connect. I can help position your investment strategy for both opportunities and potential market surprises.

History offers some interesting clues.

10/30/2026

Don't forget . . .

With an extra hour this weekend, it's a great excuse to check in on your finances. Revisit your contribution rate, confirm your beneficiaries, or make sure your year-end goals are still on track.

Enjoy the extra hour. When you're ready to talk, I'm here.

10/30/2026

Wishing everyone a safe and happy Halloween!

Whether you're passing out candy, trick-or-treating with family or just enjoying the fall season, I hope your day is full of fun, laughter and a few sweet surprises.

10/29/2026

As October draws to a close, we're grateful for the relationships we've built throughout the year.

Helping individuals and families pursue their financial goals is both a responsibility and a privilege. Thank you for the trust you place in us.

We're looking forward to continuing the conversation and helping clients prepare for what's ahead.

https://bit.ly/4yQLqhJ

10/26/2026

Markets, headlines, and economic developments may change, but having a long-term strategy can help provide perspective.

Staying focused on your personal goals rather than short-term distractions is often easier when you have a plan in place.

What long-term goal are you working toward today?

https://bit.ly/3W8QWP7

10/22/2026

Financial confidence starts with a plan.

I work closely with clients to build strategies that reflect their goals, adapt to life's changes and help them move forward with greater confidence.

10/19/2026

This week is National Estate Planning Awareness Week.

Estate planning isn't just about wealth. It's about ensuring your wishes are known.

An estate plan can help provide clarity for loved ones and may make difficult times a little easier for those you care about most.

If you haven't reviewed your estate planning documents recently, this may be a good opportunity to do so.

https://bit.ly/47yOwMa

10/15/2026

Year-end is closer than you think.

The fourth quarter can be an ideal time to review your financial picture and evaluate whether you're on track to meet your goals for the year.

Taking time now to organize important documents and review your strategy can help reduce stress later.

https://bit.ly/4ykiNZV

10/13/2026

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

See how rising power demand may create investment opportunities across the energy ecosystem.

10/12/2026

As more high-profile private companies move closer to the public markets, many investors are asking the same question: Should these opportunities play a role in my portfolio?

Before getting caught up in the headlines, it's important to understand the risks, opportunities and ways to gain exposure. Let’s connect if you’d like to discuss.

Learn how mega IPOs could affect your portfolio and explore ways to gain exposure.