by Kelly Petersen | Apr 1, 2026 | Financial Insight
Every family has its “unwritten rules.” The house everyone gathers at. The holiday traditions. That story from 100 years ago that gets re-told year after year. Those things don’t happen by accident. They reflect what matters most. When it comes to wealth, many...
by Kelly Petersen | Mar 24, 2026 | Financial Insight
This update reflects market and geopolitical conditions at the time of writing. Because global developments are constantly unfolding, conditions may change after publication. The Ongoing Landscape: The Middle East Conflict & Global Markets While initial market...
by Kelly Petersen | Mar 17, 2026 | Financial Insight
For years, the Donor-Advised Fund was the undisputed champion of charitable giving. It was simple, flexible, and offered tax benefits. But as we navigate the landscape of 2026 under the One Big Beautiful Bill Act, new contenders have emerged. If you’re still using...
by Kelly Petersen | Mar 9, 2026 | Financial Insight
For many business owners, most of their net worth is tied to their company, yet little time is spent planning how to eventually step away. In this edition of the Nold Bryant Brief, Derek walks through four practical questions that can help you strengthen your...
by Kelly Petersen | Feb 24, 2026 | Financial Insight
The technical definition of productivity is a measure of efficiency, comparing the amount of input used to produce a given amount of output. In today’s world, everybody is in search of a productivity “hack” and ways to “do more with...
by Kelly Petersen | Feb 10, 2026 | Financial Insight
Friday, February 6, 2026, delivered one of the most memorable sessions in recent history: the Dow Jones Industrial Average closed above 50,000 for the first time ever. This milestone coincided with a notable shift in investor focus. While investors entered 2026...
by Kelly Petersen | Feb 2, 2026 | Financial Insight
Too many people put off estate planning because it’s uncomfortable. But ignoring it can leave your loved ones with major headaches (especially when critical documents aren’t in order.) What would you like your legacy to be? For many families, the default ends up being...
by Kelly Petersen | Jan 28, 2026 | Financial Insight, Quarterly Investment Update
At the beginning of last year, I shared ten market predictions and committed to revisiting them at year-end. By my count, seven of the ten held up, which is a solid result in a business where precision is difficult, and outcomes are often shaped by forces no one...
by Kelly Petersen | Jan 20, 2026 | Financial Insight
The 2026 financial landscape is all about saving smarter. New IRS rules are reshaping how high earners, retirees, and business owners should think about taxes, retirement, and education funding. If your plan hasn’t been updated, you may be leaving meaningful...
by Kelly Petersen | Jan 13, 2026 | Financial Insight
One of the most iconic questions in American cinematic history continues to be, to this day, “When will then be now?” This, of course, is the question asked by Lord Helmet in the famous 1987 Mel Brooks film, Spaceballs. In the film, the answer is simply...
