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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

“Lowdown on 2021” and the “Journey into ’22” – Nvest Nsights Q4 Newsletter

Happy New Year!  2021 provided a second, actually a third, consecutive year of double-digit investment returns for stocks (most forget 2019 because of how quickly the mood soured in early 2020). This edition of our quarterly newsletter, Nvest Nsignts provides “the lowdown” on what themes drove the financial markets during 2021.  Perhaps of greater interest […]

Healthy Habits

Are you setting New Year’s resolutions in pursuit of being a better version of you? Health and finance are two common areas of resolution focus.  When it comes to being healthy, people often resolve to sit less (move more), eat more nutritious foods, and of course exercise.  On the personal finance side, the most common […]

Ketchup Bottle Economy – December Commentary

Getting ketchup from its bottle is often messy.  It never wants to flow easily.  The container must be shaken vigorously, or squeezed a lot to find that it still does not come out.  Eventually after enough frustration and squeezing, ketchup will flow – often after it explodes with too much red sauce going everywhere.  This […]

Peak “Stagflation” – November Commentary

What is Stagflation?  Is the US economic environment traveling toward Stagflation?  The percentage of news articles mentioning “stagflation” is nearly double (37%) the previous high readings which occurred in the midst of two prior recessions of 2008 and 2001 (both at 21% – see chart at bottom of article).  The term stagflation combines two concepts […]

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