Peace of Mind

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Our personal, comprehensive and objective approach will provide what you're really looking for - peace of mind.

Our Publications

Central Banks Look to Promote Soft-Landing – Week Ended 7/19/19

After beginning July with a strong posture, markets seem to be pausing to catch a breath.  Domestic equities slipped -1.2% during the week ending July 19, effectively halving the month-to-date performance.  It is challenging to point to any single factor or headline, but perhaps most notable is the reality that corporate earnings being reported for […]

S&P & Dow Bust Through Psychological Ceilings – Week Ended 7/12/19

With the exception of May, 2019 is probably surprising most everyone in the investing community in quite positive fashion.  Despite the realities that both economic and corporate earnings data appear to be in a trend of slowing, AND continued tariff/trade and political uncertainty both the S&P500 and Dow busted through respective round-number levels of 3,000 […]

“Can’t Live There” – Nvest Nsights Q2 Newsletter Articles & FAQs

As we enter the 2nd half of 2019 it is difficult to recall a time when the market was hitting new highs but investor attitudes felt so indifferent.  Rather, sentiment is guarded.  This is likely due to a Federal Reserve that raised interest rates 4 times in 2018 and now appears to be “too tight” when […]

Life Insurance is NOT for Saving

Careful! Avoid buying life insurance as a savings strategy!  Stop buying it as a tax-deferral vehicle for retirement savings! Insurance of any kind is a risk-management tool.  From our perspective, an individual should buy life insurance for one reason: because there will be a financial impact on one’s family or business if they unexpectedly die.  […]


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