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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

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 […]

“Green Light = GO!” – Nvest Nsights Q1 Newsletter

March marked the one-year anniversary of last year’s stock market low, as COVID fears continued to intensify and lockdowns were beginning.  Since that time, a flood of government support prevented the economy from enduring a depression and fueling a remarkable market rebound. The first quarter of 2021 provided investors additional growth.  Another round of government […]

ARPA What?

On March 11, Congress passed a third round of COVID-related stimulus via the American Rescue Plan Act (ARPA) with a price tag of $1.9 trillion.  This latest package – months in the making – is best known for direct payments of $1,400 to qualifying persons and each of their dependents.  A more abrupt income phase-out […]

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2006

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