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Our Publications

Wild Ride Continues, But No Further Damage Endured – Week Ended 10/18/18

Despite continued skittish trading behavior and large daily gyrations, shares of US equities concluded the week ending October 19 roughly unchanged from where they began.  The S&P500 finished less than -0.01% lower while the more concentrated Dow Jones Industrial Average added +0.4%; perhaps the broadest domestic measuring stick, the Wilshire 5000, also concluded essentially flat […]

“A Great Story Never Told” & “Flying on One Engine” – Nvest Nsights Q3 Newsletter

In our quarterly newsletter that follows, the two feature articles are titled: “A Great Story Never Told” and “Flying on One Engine”.  The first discusses the prevailing skepticism, or even outright pessimism, that may best characterize the consensus of investors’ psychological mindset relating to what is now the longest bull market in US history.  The second article explores […]

“The Best Laid Plans…”

It’s often said that “no matter how carefully something is planned, things may still go awry”.  The saying is adapted from a well-known line in the Poem “To a Mouse” by Robert Burns.  Perhaps Mr. Burns was in the process of retirement planning when crafting this poem?  Regardless, its cautionary tone can be applied.  As […]

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