Kelly Petersen - Nold Bryant Planning

[2-Minute Video]: The Power of Gratitude and Giving Back

by Kelly Petersen | Dec 19, 2025 | Financial Insight

As the end of the year approaches, it is a great time to think charitably! Check out the first episode of the “Nold Bryant Brief” where we focus on the importance of Gratitude and Giving Back. Our own Kelly Petersen highlights our community-focused culture...

2026 Outlook: Bullish? Plus, the Fed’s Next Move

by Kelly Petersen | Dec 8, 2025 | Financial Insight

As the end of 2025 quickly approaches, investors are shifting their focus to the outlook for 2026. Based on initial strategist forecasts, 2026 is expected to be another positive year for the S&P 500 and other broad equity markets (see chart of the week below). But...

Time Sensitive | New Tax Act = New Giving Rules

by Kelly Petersen | Dec 3, 2025 | Financial Insight

The 2025 Tax Act reshapes how individuals can deduct charitable gifts, introducing new thresholds, timing considerations, and deduction limits that meaningfully impact anyone who donates consistently or in meaningful amounts. While charitable giving remains a powerful...

Shutdown Ends, Markets Brace for What’s Next

by Kelly Petersen | Nov 18, 2025 | Financial Insight

As the first frost of November settled in, markets reflected both a sense of relief and ongoing caution. While toasting the end of America’s longest government shutdown, markets also braced against fresh headwinds from Federal Reserve comments that tempered...

Moving States? 5 Hidden Traps to Watch For

by Kelly Petersen | Nov 12, 2025 | Financial Insight

Thinking about moving to a lower-tax state or splitting time between homes? Relocating can open new opportunities, but it can also trigger unexpected audits, taxes, and legal hassles. Here are five common traps to avoid (and how we can help you plan ahead). 1. Your...