by Kelly Petersen | Apr 5, 2023 | Financial Insight
Smokey the Bear, Unintended Consequences and U.S. Banks Have you heard of the law of unintended consequences? No? Well, I bet you have heard of Smokey the Bear. Let’s talk about why he’s a villain. Since 1944, the United States Forest Service has used good ol’ Smokey...
by Kelly Petersen | Mar 17, 2023 | Financial Insight
If we close our eyes tight enough, we can envision our parents at tax time… An adding machine, crumpled receipts, and coffee-stained 1040 forms littered across the dining room table. For most, the six weeks from the beginning of March until the middle of April...
by Kelly Petersen | Mar 17, 2023 | Financial Insight
You probably saw recent news coverage that Silicon Valley Bank (SVB) was closed by the FDIC & California regulators. As the government moves to protect depositors, these swift and immediate actions give us confidence in the system. While everyone’s instinct in...
by Kelly Petersen | 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 Kelly Petersen | 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...
