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WELCOME TO THE NOLD BRYANT BLOG
We’re Growing!
We are proud to introduce you to our newest member of Nold Bryant! Meet Wealth Planner, Laura Holthaus, MSFP, CFP®, RICP®. A St. Joseph native, she is happy to be serving local clients in the community again. With 13 years of collective advisory experience, Laura...
Christian’s Q2 Market Commentary – Often the Opposite is True
Another quarter is in the books and it was an eventful one to say the least. Before we get into what happened I thought I would share a chart of asset class returns for the quarter that you might find surprising. Surprised? This quarter was a great case study in how...
Your 2 Minute Market Update
Smokey the Bear, Unintended Consequences and U.S. Banks Have you heard of the law of unintended consequences? No? Well, I bet you have heard of Smokey the Bear. Let’s talk about why he’s a villain. Since 1944, the United States Forest Service has used good ol’ Smokey...
Not Your Parents’ Tax Season: 8 Last-Minute Tax Tips to Consider
If we close our eyes tight enough, we can envision our parents at tax time… An adding machine, crumpled receipts, and coffee-stained 1040 forms littered across the dining room table. For most, the six weeks from the beginning of March until the middle of April...
Recent News Coverage…
You probably saw recent news coverage that Silicon Valley Bank (SVB) was closed by the FDIC & California regulators. As the government moves to protect depositors, these swift and immediate actions give us confidence in the system. While everyone’s instinct in...
Inside the Velvet Ropes: With a Roth Conversion or Backdoor Roth
Whether your favorite artist is Paul McCartney or Rihanna, we all dream of front row seats and VIP access when they come to town. With markets unsettled and regulatory changes on the horizon, a backdoor Roth IRA may be an interesting strategy to consider for your...
We Moved!
We look forward to seeing you in our new office! New Address 3101 Frederick Avenue St. Joseph, MO 64506 We are beyond excited to continue working with all of our valued clients in this incredible piece of St. Joseph history. We appreciate your support and the trust...
Think Short, Think Long, Think Smart
As interest rates increase, everyone is searching for the magic bullet. But remember: The only bullets being thrown this week are coming from Patrick Mahomes and Jalen Hurts and the two Super Bowl quarterbacks know there is no one-size-fits-all solution. Think about...
SECURE Act 2.0 – How may it impact you?
Are you retired, saving for retirement, a business owner, or saving for your child’s education? A new set of regulations went into law in December, designed to improve retirement readiness nationally. If you fall into any one of the categories above, it may have...
Important information regarding tax forms
Hi everyone, We wanted to reach out with some important information regarding tax forms. 1) If your accounts were transferred to Nold Bryant in 2022 from Stifel, you will be receiving tax forms from both Charles Schwab (mailed or electronic) AND Stifel (mailed) if you...
Nold Bryant Market Review – Turning the Page on 2022
Happy New Year! I hope you all had a wonderful holiday season with your friends and families. 2022 was a great year on a personal and professional level for many of us, but I know I’m not alone in being ready to move forward from a market perspective. While I’m eager...
Christian’s Q1 Market Commentary – Looking back and looking forward
Financial INSIGHT I hope this letter finds you well. One of the benefits of our independence with our new company is to try to provide you with more timely information. One way I hope to do that is a quarterly newsletter with my thoughts on the market. We realize the...
