by kpetersen | Apr 18, 2024 | Financial Insight, Quarterly Investment Update
One of the strange phenomena of financial markets that most of the population who don’t follow economic data every day may find perplexing is the tendency for the market to, at times, sell off in response to good economic data and rally in response to bad economic...
by kpetersen | Mar 27, 2024 | Financial Insight, Nold Bryant Updates
In our ongoing effort to effectively support your needs, we periodically send out surveys. Last July, we sent you a survey with the goal of helping our team members get to know you better. Now, we’re reaching out with a new survey to ensure we’re...
by kpetersen | Mar 13, 2024 | Financial Insight
Money. Religion. Politics. Where to go for dinner. As humans, we tend to shy away from uncomfortable conversations. Inheritance planning may feel like one of those off-limits topics of discussion, but it shouldn’t be. According to a Wells Fargo Wealth & Investment...
by kpetersen | Mar 8, 2024 | Financial Insight
First, it was Dolly Parton “Workin’ 9 to 5.” Then, it was Tommy and Gina, who were working on the docks and at the diner all day, respectively. Whether we are talking about musical icons like Dolly Parton and Bon Jovi or the markets, it is all about labor. And this...
by kpetersen | Feb 29, 2024 | Financial Insight
When it comes to your retirement nest egg, we have some good news and some bad news. Which would you like to hear first? Good News? The market’s performance last year created record-breaking year-end balances in many individual retirement accounts, or IRAs. As of...
by kpetersen | Feb 21, 2024 | Financial Insight
As the Rolling Stones once put it, “a storm is threatening… if I don’t get some shelter… I’m gonna fade away.” That pretty much sums up the pivotal event from last week. But markets, to their credit, refused to fade away. US CPI came in...
