Delivering
Financial
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

Breathing Underwater – March 2024 Commentary

How long can you hold your breath? Can you hold it longer under water, or does the anxiousness of being submerged lessen your ability? Taking this analogy into the economic world of interest rates…when interest rates are at levels above inflation, defined as “positive real interest rates,” it’s akin to holding your breath underwater. Building […]

Always the Same Pitch, Regardless of the Count? – February 2024 Commentary

In 1970, baseball great Ted Williams was quoted saying “a good hitter can hit a pitch that is over the plate three times better than a great hitter with a questionable ball in a tough spot.”  And second, “Obviously you don’t just ‘guess’ curve or ‘guess’ fastball – you work with a frame of reference, […]

The Pitfall of Financial Sprawl

THE PITFALL OF FINANCIAL SPRAWL Happy New Year from your team at Nvest!  As you turn the page to 2024, is this a good time to reflect on your financial big picture?  Is it appealing to make financial life simple? Many clients in the Columbus area, as well as other urban areas, are well aware […]

2023 – The Year of the “M&Ms” – Nvest Nsights Q4 ’23 Newsletter

M&Ms candy was first introduced to the public in 1941, inspired after Forrest Mars Sr. relocated his Mars candy company to England and encountered British soldiers eating small chocolate beads encased in a hard sugar shell.  This shell prevented chocolate melting in the heat of summer (melt in your mouth, not your hand).  A couple […]

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2006

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