Peace of Mind

We understand your need to control your financial destiny.

Our personal, comprehensive and objective approach will provide what you're really looking for - peace of mind.

Our Publications

S&P & Dow Bust Through Psychological Ceilings – Week Ended 7/12/19

With the exception of May, 2019 is probably surprising most everyone in the investing community in quite positive fashion.  Despite the realities that both economic and corporate earnings data appear to be in a trend of slowing, AND continued tariff/trade and political uncertainty both the S&P500 and Dow busted through respective round-number levels of 3,000 […]

“Can’t Live There” – Nvest Nsights Q2 Newsletter Articles & FAQs

As we enter the 2nd half of 2019 it is difficult to recall a time when the market was hitting new highs but investor attitudes felt so indifferent.  Rather, sentiment is guarded.  This is likely due to a Federal Reserve that raised interest rates 4 times in 2018 and now appears to be “too tight” when […]

Life Insurance is NOT for Saving

Careful! Avoid buying life insurance as a savings strategy!  Stop buying it as a tax-deferral vehicle for retirement savings! Insurance of any kind is a risk-management tool.  From our perspective, an individual should buy life insurance for one reason: because there will be a financial impact on one’s family or business if they unexpectedly die.  […]

Market Highly Dependent On Actions of 3 – Week Ended 6/21/19

With just one week remaining in the month of June, the 2Q was a decidedly bumpier and more uncertain experience than enjoyed in the first 3 months of 2019.  Make no mistake however, the most recent 18 months have been anything but smooth sailing (but aside from 2017, the market rarely is) as trade disputes […]


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