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In addition to these services, we maintain trusted professional resources in areas of estate, business formation & succession, and tax planning.
Our Publications
2025 Q4 Nvest Nsights Newsletter
Drinking from a Firehose: 2025 in Review | Steve Henderly, CFA PDF Version LINK The first half of 2025 felt like drinking from a firehose. President Trump’s return to the White House brought a rapid sequence of policy headlines – including DOGE initiatives, tariffs, renewed focus on immigration, and sweeping tax and spending proposals. It […]
December 2025 Commentary: Trading Places
Trading Places | Steve Henderly, CFA Printer Friendly PDF: December 2025 Commentary Happy Thanksgiving! Ready or not, another holiday season is upon us. ‘Tis the season for gathering with family and friends, eating too much food, and if your schedule permits, the consumption of a few classic Christmas movies. Trading Places (1983), a comedy starring […]
November 2025 Commentary: A Complete Game
A Complete Game | Steve Henderly, CFA Printer Friendly PDF: November 2025 Commentary Scottie Scheffler’s recent run of dominance on the PGA Tour offers a lesson for investors. His average driving distance is 303 yards! As impressive as that sounds to mortal golfers like ourselves, you might be surprised to learn that stat ranks him […]
2025 Q3 Nvest Nsights Newsletter
No Brakes & More Gas! | Steve Henderly, CFA Printer Friendly PDF: Link to PDF Version The third quarter provided big encouragement for long-term investors, defying persistent anxiety about the economy, politics, and more. Stocks and client portfolios alike enjoyed three consecutive months of decidedly positive performance. Let’s review: “Christmas in July” – In July, […]
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