by kpetersen | Jul 2, 2025 | Nold Bryant Updates
We’re excited to share that Zach Dudley has joined Nold Bryant as a Paraplanner. Zach will be assisting with planning updates and day-to-day support. With his background in education and service, we’re confident Zach will bring immediate value to all of you and thrive...
by kpetersen | Jun 20, 2025 | Financial Insight
Most people understand they need an estate plan, yet only 53% of survey respondents have one.1 If we know how necessary estate planning is, then why have we procrastinated for so long? We’ve heard it all over the years… “I don’t have kids, why do I need an estate...
by kpetersen | Jun 2, 2025 | Financial Insight
In his 1734 poem “An Essay on Man”, Alexander Pope coined the phrase “Hope springs eternal in the human breast,” which, over the centuries, has been whittled down to the now popular idiom “Hope springs eternal.” The phrase suggests that...
by kpetersen | May 23, 2025 | Financial Insight
For those of you who joined us live, thank you so much for attending Beyond the Headlines: Understanding Today’s Economic Landscape on May 13. We appreciate your time and hope you found the content valuable. If you missed the session or want to revisit any of the key...
by kpetersen | Apr 25, 2025 | Quarterly Investment Update
Executive Summary Economic data has worsened due to a decline in both the labor market and housing market, while forecasts for GDP and corporate earnings are being dramatically reduced. Regarding tariffs, we expect deals and tariff rates to decrease; however, we...
