On May 28,1588, the Spanish Armada, also known as the "Invincible Armada", set sail from Lisbon on a mission to secure the English Channel and transport a Spanish invasion army to Britain from the Netherlands. Fast forward 438 years later, and a similar body of water...

In an effort to make 2026 your most intentional year yet, it’s time to consider this question: When Was the Last Time Your Trust Was Reviewed? Here’s something we see often… A family sits down to review their estate plan, only to realize it was built for a completely...

Join us via Zoom as we explore what’s driving markets today and what it may mean for your portfolio. We’ll revisit key themes from 2025, provide context around recent developments, and discuss how to stay thoughtfully positioned in a changing environment.   Don’t...

Did you know that there are actions you can still take during tax season to impact your outcome? In this brief video, we highlight the small adjustments, like contributions, thresholds, and coordination with your CPA, that can potentially reduce taxes today and...

  Every family has its “unwritten rules.” The house everyone gathers at. The holiday traditions. That story from 100 years ago that gets re-told year after year. Those things don’t happen by accident. They reflect what matters most. When it comes to wealth, many...

This update reflects market and geopolitical conditions at the time of writing. Because global developments are constantly unfolding, conditions may change after publication. The Ongoing Landscape: The Middle East Conflict & Global Markets While initial market...

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...

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...

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 less." In some ways, look no...

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...

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...

The 2026 financial landscape is all about saving smarter. New IRS rules are reshaping how high earners, retirees, and business owners should think about taxes, retirement, and education funding. If your plan hasn’t been updated, you may be leaving meaningful...

One of the most iconic questions in American cinematic history continues to be, to this day, "When will then be now?" This, of course, is the question asked by Lord Helmet in the famous 1987 Mel Brooks film, Spaceballs. In the film, the answer is simply “soon.” In...

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 through...

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...