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...

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...

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 hopes for...

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...

As the year winds down, it’s natural to reflect on what truly matters, and for many, that includes giving back.   Whether your goal is to support causes close to your heart or make a lasting difference in your community, year-end philanthropy is an opportune time...

Have you ever driven down the street with the parking brake on? With all the new technology in cars these days, this is harder to do now, but when I learned to drive in my 1995 Eagle Talon, it was easy to forget that hand brake. Next thing you know, your foot is on...