Cathleen Petersen


Cpea connect:
Curated news and information

Blog containing articles from the world of tax planning, financial and wealth management, small business, estate planning and more.

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web resources:
quick access to financial data and information

  • Bloomberg Business News
  • Edgar Online
  • Hoover's Online
  • New York Stock Exchange

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Investing and tax planning gets far less mysterious as you learn more about how markets, investments and taxation work. At CPEA, we are committed to staying on top of the latest tax requirements, industry trends and financial planning and wealth management strategies. In an effort to make it easier for you to learn more and become a more active participant in your financial goals, we provide three categories of resources.



The Advisor Playbook, Duncan MacPherson & Chris Jeppesen

Superforecasting, Philip E. Tetlock & Dan Gardner

How to Say it to Seniors, David Solie

The Millionaire Next Door, Thomas J. Stanley & William D. Danko

How I Raised Myself from Failure to Success in Selling, Frank Bettger

The New Rules of Sales & Service, David Meerman Scott

Ice to the Eskimos, Jon Spoelstra

Hug Your Customers, Jack Mitchell

Tested in the Trenches, Ron Carson & Steve Sanduski

Atlas Shrugged, Ayn Rand

The Tao of Pooh, Benjamin Hoff

No More Champagne: Churchill and His Money, David Lough

The Rise of Robots: Technology and the Threat of a Jobless Future, Martin Ford

Parkinson’s Law: The Pursuit of Progress, Cyril Parkinson

When Genius Failed: The Rise and Fall of Long-Term Capital Management, Roger Lewenstein

The Wisdom of Crowds: Why the Many are Smarter than the Few, James Surowiecki

Investment Biker:Around the World with Jim Rogers, Jim Rogers

Seven Habits of Highly Effective Families, Steven Covey

All About Index Funds, Richard A. Ferri

Ahead of the Curve: A Commonsense Guide to Forecasting Business and Market Cycles, Joseph H. Ellis

Barron's Finance and Investment Handbook, John Downes, Jordan Elliot Goodman

Asset Allocation: Balancing Financial Risk, Roger Gibson

Andy Grove: The Life and Times of an American, Richard Tedlow

A Common Sense Guide to Your 401(k), Mary Rowland

A Random Walk Down Wall Street, Burton Malkiel