by kpetersen | Aug 29, 2024 | Financial Insight
In July, the IRS finalized the rules surrounding required minimum distributions (RMDs) for inherited IRAs. This is important for anyone who has (or who might in the future) inherit a retirement account, as it clarifies how and when you need to withdraw funds. Over the...
by kpetersen | Aug 21, 2024 | Financial Insight
GDP. CPI. PCE. PPI. S&P. Hidden in the alphabet soup of economic acronyms is an indicator that can help you gauge inflation: The Consumer Price Index, or CPI. Think of CPI like a shopping cart filled with everyday items – from groceries to gas, rent to haircuts....
by kpetersen | Aug 15, 2024 | Financial Insight
If you or your parents are over 65, still working, and relying on employer health insurance, a new Medicare rule could significantly impact your prescription drug coverage and costs. Currently, seniors can avoid late penalties for Medicare Part D (prescription drug...
by kpetersen | Jul 22, 2024 | Financial Insight, Quarterly Investment Update
Aesop’s fable “The Boy Who Cried Wolf” teaches a simple lesson: do not lie or else no one will believe you when you are telling the truth. It’s an easy enough story to apply if you are the boy, but what if you are one of the villagers? At what point do you stop taking...
by kpetersen | Jul 18, 2024 | Financial Insight, Nold Bryant Updates
In Case You Missed It! For those of you that attended our June 25 webinar – What Lies Ahead? Exclusive Summer Market Insights – we appreciate your participation and hope you found the presentation informative. If you were not able to attend, no...
by kpetersen | Jun 14, 2024 | Financial Insight, Nold Bryant Updates
For the past 15 years, growth stocks have outperformed value stocks, but will it last? Check out this article featuring thoughts from our very own Christian Bryant! Investment News June 13, 2024
