by Kelly Petersen | Mar 17, 2026 | Financial Insight
For years, the Donor-Advised Fund was the undisputed champion of charitable giving. It was simple, flexible, and offered tax benefits. But as we navigate the landscape of 2026 under the One Big Beautiful Bill Act, new contenders have emerged. If you’re still using...
by Kelly Petersen | Mar 9, 2026 | Financial Insight
For many business owners, most of their net worth is tied to their company, yet little time is spent planning how to eventually step away. In this edition of the Nold Bryant Brief, Derek walks through four practical questions that can help you strengthen your...
by Kelly Petersen | Feb 24, 2026 | Financial Insight
The technical definition of productivity is a measure of efficiency, comparing the amount of input used to produce a given amount of output. In today’s world, everybody is in search of a productivity “hack” and ways to “do more with...
by Kelly Petersen | Feb 10, 2026 | Financial Insight
Friday, February 6, 2026, delivered one of the most memorable sessions in recent history: the Dow Jones Industrial Average closed above 50,000 for the first time ever. This milestone coincided with a notable shift in investor focus. While investors entered 2026...
by Kelly Petersen | Feb 2, 2026 | Financial Insight
Too many people put off estate planning because it’s uncomfortable. But ignoring it can leave your loved ones with major headaches (especially when critical documents aren’t in order.) What would you like your legacy to be? For many families, the default ends up being...
