by Kelly Petersen | Jan 10, 2024 | Financial Insight
What year featured an identical calendar year to 2024? A. 1924 B. 1948 C. 1996 Continue reading to the end to find out the answer! 2024, like any New Year’s Day after a great New Year’s Eve Party, is off to a rather sobering start. The last two weeks of 2023 saw...
by Kelly Petersen | Jan 4, 2024 | Financial Insight
Get the conversation started and foster financial education in your family with our latest resource: “Nurturing Financially Savvy Generations: A Guide for Teaching Children and Grandchildren Financial Literacy from Preschool to High School.” Use this...
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...
