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
by kpetersen | May 7, 2024 | Financial Insight, Nold Bryant Updates
Check out our latest white paper: The 401(k) Dilemma! You’ve probably logged into your company’s 401(k) portal at one point or another to adjust your contributions. Maybe you’ve noticed the lesser-known Roth 401(k) option alongside the traditional...
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 | Jan 30, 2024 | Nold Bryant Updates
Meet our newest team member! We are excited to introduce you to Hunter Rich, Associate Wealth Planner. Hunter joined our practice in September 2023 and has been busy learning the ropes ever since. Hunter will join Laura, Christian, and me working collaboratively as...
by kpetersen | Nov 14, 2023 | Nold Bryant Updates
Exciting News! I am pleased to share that Christian recently achieved a remarkable milestone: He passed the CFA exam and is now a CFA charterholder! The CFA designation is the highest standard of professional excellence in the investment management profession and one...
