Jon Peterson - Financial Planner, Windsor Wealth Planners and Strategists

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.

10/21/2026

High mortgage rates continue to cool the housing market. Plus, amid some rotation to value stocks, some sectors may look tempting, but think twice! CIO Larry Adam offers insights in today's Up & Adam.

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10/20/2026

With two weeks until the midterm elections, key Senate contests remain tight. Plus, with small cap stocks in a correction, is it time to step in? CIO Larry Adam offers insights in today's Up & Adam.

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10/19/2026

Inflation pressures are broadening as the federal budget deficit surges to a post-COVID high. Plus a preview of this week's earnings reports from CIO Larry Adam.

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10/16/2026

Producer prices surge as inflation pressures broaden. Meanwhile, Fed Chair Warsh does not give any hint on October rate decision, which markets interpret as support for a pause. CIO Larry Adam digs deeper in today's Up & Adam.

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10/15/2026

As inflation pressures broaden, markets are pricing in the possibility of a Fed rate hike this month. Plus, Social Security reveals its new cost of living increase. CIO Larry Adam digs deeper in today's Up & Adam.

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10/13/2026

The midterm elections are just around the corner. How does RJ's in-house forecast stack up to the betting markets? Plus, there are signs that the consumer is still spending despite high gas prices. CIO Larry Adam takes a closer look in today's Up & Adam.

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