by Kelly Petersen | 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 Kelly Petersen | 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 Kelly Petersen | 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...
