Jon Peterson - Financial Planner, Windsor Wealth Planners and Strategists

Jon Peterson - Financial Planner, Windsor Wealth Planners and Strategists We assist clients in the attainment of their life ambitions and the management of their wealth.

Rising tensions with Iran offers a reminder that risks to oil supply haven't disappeared. Meanwhile, the AI borrowing b...
10/09/2026

Rising tensions with Iran offers a reminder that risks to oil supply haven't disappeared. Meanwhile, the AI borrowing bonanza continues. CIO Larry Adam has more in today's Up & Adam.

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Looking past short-term inflation expectations, the bigger picture is more benign. Plus, recent Treasury auctions point ...
10/08/2026

Looking past short-term inflation expectations, the bigger picture is more benign. Plus, recent Treasury auctions point to healthy demand for US debt. CIO Larry Adam has more in today's Up & Adam.

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The US trade deficit touches a record high but so does the S&P 500. Meanwhile we'll get a look at the FOMC minutes this ...
10/07/2026

The US trade deficit touches a record high but so does the S&P 500. Meanwhile we'll get a look at the FOMC minutes this afternoon. CIO Larry Adam digs deeper in today's Up & Adam.

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Holiday shopping season kicks off this week with big retailers offering big shopping deals. Plus, earnings reports may o...
10/06/2026

Holiday shopping season kicks off this week with big retailers offering big shopping deals. Plus, earnings reports may offer a deeper look into the health of the consumer. CIO Larry Adam has more in today's Up & Adam.

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More insights into the labor market are expected from ISM Services data today. Plus Chief Investment Officer Larry Adam ...
10/05/2026

More insights into the labor market are expected from ISM Services data today. Plus Chief Investment Officer Larry Adam offers a preview of our 4pm webinar in today's Up & Adam.

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The S&P 500's index-level performance is masking weakness beneath the surface. Meanwhile, The US Dollar reached an 18-mo...
10/02/2026

The S&P 500's index-level performance is masking weakness beneath the surface. Meanwhile, The US Dollar reached an 18-month high. How much higher could it go? CIO Larry Adam offers insights in today's Up & Adam.

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The 10-year Treasury yield posts its largest quarterly rise in ten years. How much higher could it go? CIO Larry Adam of...
10/01/2026

The 10-year Treasury yield posts its largest quarterly rise in ten years. How much higher could it go? CIO Larry Adam offers insights in today's Up & Adam.

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Consumer sentiment continues to slump, while the federal government's fiscal year budget continues to rise. Plus, market...
09/30/2026

Consumer sentiment continues to slump, while the federal government's fiscal year budget continues to rise. Plus, markets are digesting the latest inflation data. CIO Larry Adam provides perspective in today's Up & Adam.

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Holiday spending is expected to rise, and discounts are expected to be deep as shoppers seek value. Plus, in today's Up ...
09/29/2026

Holiday spending is expected to rise, and discounts are expected to be deep as shoppers seek value. Plus, in today's Up & Adam, CIO Larry Adam analyzes how gold is reacting to the rise in the 10-year Treasury.

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A wave of economic data this week will provide insights on inflation and the labor markets. Plus, there's a silver linin...
09/28/2026

A wave of economic data this week will provide insights on inflation and the labor markets. Plus, there's a silver lining to higher yields. CIO Larry Adam digs deeper in today's Up & Adam.

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620 Spring Street SE
Gainesville, GA
30501

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Thursday 8:30am - 5pm
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+16789711337

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