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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

“Ruff & Reddy” and “Hotel California” – Nvest Nsights Q2 Newsletter

On June 30, the S&P500 enjoyed its 34th new closing high of the year, and is now up roughly 95% from its March 2020 low.  Remarkable!  Our first article, “Ruff & Reddy” reviews the catalysts behind this powerful advance, but also that under the surface there is rotation underway and broader market momentum is softening.  […]

Is Your BeachBody Ready for Summer?

Meme stocks, Real-Estate, Initial Public Offering (IPOs), Special Purpose Acquisition Company (SPACs), Bitcoin, and Precious Metals – what do all of these share in common? Each is an example of an investment or asset currently receiving lots of “buzz” and client curiosity. While we do not typically follow these items intimately and prefer the diversification […]

Huff & Puff – June Commentary

Do you ever “huff and puff’?  Is this question relating to breathing heavily with exhaustion, or is it expressing annoyance in an obvious or threatening way?  In life, we huff and puff when winded or short of breath, from wheezing or feeling done-in; even spent or exhausted.  Often, despite much huffing and puffing about the […]

Is This as Good as it Gets? – May Commentary

The first quarter offered lots of “candy” (government spending) and no “spinach” (tax increases).  But that idea started changing in April with government policy shifts: the unveiling of big infrastructure spending (spread over 8 to 10 years), plus new large-dollar child spending programs; both to be funded with higher taxes – corporate and individual.  Taxes […]

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2006

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