Anne C. Peterson, CFP, CRPC, RICP

09/09/2026

Fall is just around the corner.

As the seasons change, it's a great reminder to check in on personal goals, refresh routines, and tackle projects that may have been put on hold during the summer months.

What's one goal you're looking forward to accomplishing this fall?

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09/07/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message me to learn more.

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/04/2026

September is National Preparedness Month.

Taking time to organize important documents, update beneficiary information, and ensure loved ones know where key information is stored can help provide confidence during unexpected situations.

What steps have you taken recently to stay organized?

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09/03/2026

Back-to-school season is here.

Whether you're helping a child start a new school year, supporting a college student, or simply adjusting to a new routine, September is often a time of transition and opportunity.

Wishing students, teachers, and families a successful school year ahead.

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08/31/2026

As summer winds down, now may be a good time to revisit financial priorities before the busy fall season begins. Creating a plan for upcoming expenses and milestones can help you feel more prepared for what's ahead.

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08/27/2026

Small Steps Matter

Successful financial planning often starts with consistent habits. Whether it's reviewing expenses, increasing savings, or revisiting goals, small actions taken regularly can help support long-term financial well-being.

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08/24/2026

Higher yields continue to create potential opportunities for bond investors, but navigating today's market requires careful decision-making. Let’s connect if you’d like to discuss.

Read our fixed income midyear outlook.

08/20/2026

August is National Make-A-Will Month, a reminder of the importance of estate planning. Having key documents in place can help ensure your wishes are clearly communicated and can provide clarity for loved ones.

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08/17/2026

As we enter the second half of 2026, strong earnings, AI innovation and a resilient economy continue to support markets. But with expectations running high, investors may face more volatility in the months ahead. Let’s connect if you’d like to discuss risks and potential opportunities in this changing environment.

Find out why markets may need to clear a higher bar in the back half of the year.