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...
by Kelly Petersen | Dec 19, 2025 | Financial Insight
As the end of the year approaches, it is a great time to think charitably! Check out the first episode of the “Nold Bryant Brief” where we focus on the importance of Gratitude and Giving Back. Our own Kelly Petersen highlights our community-focused culture...
