by Kelly Petersen | Jun 1, 2023 | Financial Insight
We all recall the famous opening line from Charles Dickens’ novel “A Tale of Two Cities”: “It was the best of times; it was the worst of times.” In “A Tale of Two Tapes” we’ll dive deeper into the market dynamics, economic...
by Kelly Petersen | May 19, 2023 | Financial Insight
Take a quick quiz to assess your financial readiness as you care (or prepare to care) for multiple generations. Have you ever felt stuck… in the middle? No, I’m not talking about that hit song from 1972 by Stealer’s Wheel. I’m talking about the growing group of...
by Kelly Petersen | May 17, 2023 | Financial Insight
Economic and Market Outlook Discussion- Presented by Stephen Kolano, CFA With inflation and interest rates at historic highs, and increased chatter about a potential recession on the horizon… What does it all mean for you, your family, and your money? Join Christian...
by Kelly Petersen | Apr 20, 2023 | Nold Bryant Updates
We are proud to introduce you to our newest member of Nold Bryant! Meet Wealth Planner, Laura Holthaus, MSFP, CFP®, RICP®. A St. Joseph native, she is happy to be serving local clients in the community again. With 13 years of collective advisory experience, Laura...
by Kelly Petersen | Apr 17, 2023 | Financial Insight, Quarterly Investment Update
Another quarter is in the books and it was an eventful one to say the least. Before we get into what happened I thought I would share a chart of asset class returns for the quarter that you might find surprising. Surprised? This quarter was a great case study in how...
