by kpetersen | Mar 6, 2023 | Financial Insight, Your Accounts
Whether your favorite artist is Paul McCartney or Rihanna, we all dream of front row seats and VIP access when they come to town. With markets unsettled and regulatory changes on the horizon, a backdoor Roth IRA may be an interesting strategy to consider for your...
by kpetersen | Feb 28, 2023 | Nold Bryant Updates
We look forward to seeing you in our new office! New Address 3101 Frederick Avenue St. Joseph, MO 64506 We are beyond excited to continue working with all of our valued clients in this incredible piece of St. Joseph history. We appreciate your support and the trust...
by kpetersen | Feb 10, 2023 | Financial Insight
As interest rates increase, everyone is searching for the magic bullet. But remember: The only bullets being thrown this week are coming from Patrick Mahomes and Jalen Hurts and the two Super Bowl quarterbacks know there is no one-size-fits-all solution. Think about...
by kpetersen | Jan 31, 2023 | Financial Insight, Your Accounts
Are you retired, saving for retirement, a business owner, or saving for your child’s education? A new set of regulations went into law in December, designed to improve retirement readiness nationally. If you fall into any one of the categories above, it may have...
by kpetersen | Jan 31, 2023 | Your Accounts
Hi everyone, We wanted to reach out with some important information regarding tax forms. 1) If your accounts were transferred to Nold Bryant in 2022 from Stifel, you will be receiving tax forms from both Charles Schwab (mailed or electronic) AND Stifel (mailed) if you...
