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

April Adds to 2019 Strength, But Confusing Messages Persist – Week Ended 4/18/19

It should be news to no one at this point that 2019 is off to a fantastic start – at least for investors who continued to “stand in the pocket” despite getting repeatedly knocked down during 4Q’18.  As many market participants believed at the time, the reaction by the financial markets to perceived slowing of […]

“Age is Just a Number” – Nvest Nsights Q1 Newsletter Articles

The 1st quarter was one of the strongest starts to a new year in the last two decades.  It followed an equally unsettling period over the final 3 months of 2018 which significantly damaged investor sentiment, making the swift rebound another textbook example revealing just how challenging would be market timing.   This quarter’s newsletter contains four brief […]

Excited About That Tax Refund? Think Again!

Another tax filing season is quickly drawing to a close, and for many people that means the anticipation of a sizable refund headed their way.  The IRS indicates that about 80% of taxpayers receive a refund, with the average being around $3,000.  That’s a nice chunk of cash! What’s not to be excited about?

1Q Resoundingly Strong; but Conflicting Signals Emerging – Week Ended 3/29/19

The 1st Quarter concluded with each month firmly in positive territory and a cumulative advance for the S&P500 of +13.6% – a sharp reversal from the experience suffered closing out 2018.  Interesting fact: since 1950 there are only 19 examples of the S&P500 starting a year with positive performance in January, February, and March and […]


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