by Kelly Petersen | Nov 14, 2023 | Nold Bryant Updates
Exciting News! I am pleased to share that Christian recently achieved a remarkable milestone: He passed the CFA exam and is now a CFA charterholder! The CFA designation is the highest standard of professional excellence in the investment management profession and one...
by Kelly Petersen | Oct 20, 2023 | Financial Insight, Quarterly Investment Update
“It’s snowing still,” said Eeyore gloomily. “And freezing… however,” he said, brightening up a little, “we haven’t had an earthquake lately.” A.A. Milne humorously captures what I believe to be the current prevailing view of the economy as well as financial markets....
by Kelly Petersen | Oct 6, 2023 | Financial Insight
It is that time of year. The kids and grandkids are back in school, the pumpkin is spiced, and your festive neighbors across the street are taking out their Halloween decorations. All of this can mean only one thing: It is Medicare Open Enrollment season, so mark your...
by Kelly Petersen | Sep 21, 2023 | Financial Insight
Ignorance isn’t bliss when it comes to long-term care. As Americans live longer, it is becoming more and more likely that you or someone you love is going to need it. But are you prepared? According to longtermcare.gov, nearly 70% of Americans over the age of 65 will...
by Kelly Petersen | Sep 7, 2023 | Uncategorized
Life insurance. At times, it can feel like one of those collectibles stashed in your attic. You believe you have it. You purchased it (but you might not remember when, why, or from who.) But its exact whereabouts – and its precise value – are a bit of a mystery. Well...
