by Kelly Petersen | Aug 5, 2025 | Financial Insight
From online banking and cryptocurrency to social media profiles and cloud-stored photos, digital assets are an undeniable part of our lives. But have you considered what happens to your virtual wealth when you’re no longer here? Just like your physical property,...
by Kelly Petersen | Jul 29, 2025 | Financial Insight
MARKET UPDATE So much for the lazy days of summer. With two quiet weeks on the economic data front, markets have quietly (but confidently) moved to new highs with a backdrop of stable and improving economic conditions and a strong start to Q2 earnings season, as shown...
by Kelly Petersen | Jul 15, 2025 | Financial Insight, Quarterly Investment Update
Executive Summary GDP rebounded in Q2 with a +2.6% annualized growth rate, following a shallow Q1 contraction. Much of the strength came from inventory restocking ahead of tariffs. Core PCE inflation remains sticky at 2.7%, while the labor market continues to soften....
by Kelly Petersen | Jul 9, 2025 | Financial Insight
We are always keeping our eye on rules and regulations that could impact you and your family. The latest, President Trump’s “One Big Beautiful Bill,” which was signed into law on July 4, represents a significant shift in U.S. fiscal policy. Understanding its...
by Kelly Petersen | 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...
