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...
by Kelly Petersen | Jan 28, 2026 | Financial Insight, Quarterly Investment Update
At the beginning of last year, I shared ten market predictions and committed to revisiting them at year-end. By my count, seven of the ten held up, which is a solid result in a business where precision is difficult, and outcomes are often shaped by forces no one...
by Kelly Petersen | Jan 20, 2026 | Financial Insight
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...
