Delivering
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

“GIGO”, “The World Changed”, and “Bills to Pay” – Nvest Nsights Q2 Newsletter

We hope you are enjoying summer and sunshine.  Unfortunately, the financial markets remain stuck in a “storm”.  After the difficult first quarter, pain accelerated during the 2Q.  There was no place to hide; bonds and stocks together experienced a 2nd consecutive negative quarter each – a somewhat rare occasion. Against this backdrop and with so many big worries without easy or […]

iPod, iPhone, iPad… now the “I Bond”

Similar to the steady stream of successful products developed by Apple, it seems the US government hit a homerun with the “I Bond”.  Although this US government savings instrument is not a new product, popularity is spiking (along with inflation) in 2022.  Through mid-June the government sold $14.4 billion of I Bonds, which is 40x […]

Special Market Update – “Market Sentiment = Inflation Stress”

“Sentiment” means an attitude, thought, or judgment prompted by feeling; a refined feeling. Late last week market sentiment quickly soured, like moving from spring to summer in just a few days; sentiment is very concerned about INFLATION and its influence on the future domestic and global economic path.  It’s not about economic strength – strong […]

Bowling Bumpers – June Commentary

“Chloe and Miles grew up between the same bowling bumpers that encouraged risks, inflated confidence, and prevented consequences.”  The quote is from “Rock the Boat” by Beck Dorey-Stein.   Ever bowled where bumpers are placed in the gutters on each side of the lane?  Rolling a gutter ball is not possible.  This makes bowling fun for […]

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