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Our Services
In addition to these services, we maintain trusted professional resources in areas of estate, business formation & succession, and tax planning.
Our Publications
June 2026 Commentary: Mixed Signals in a Market at New Highs
Mixed Signals in a Market at New Highs | Steve Henderly, CFA Printer Friendly PDF: June 2026 Commentary Whether red hot or ice cold, ever notice how the stock market rarely feels comfortable? Sometimes it falls sharply with little warning. Other times it climbs relentlessly despite numerous worrisome headlines. The S&P 500 added eleven new […]
May 2026 Commentary: Rising Oil, Rising Markets – Now What?
Rising Oil, Rising Markets – Now What? | Steve Henderly, CFA Printer Friendly PDF: May 2026 Commentary It’s no secret that high oil prices are generally a drag on the economy and stock market. We witnessed the negative relationship in March as oil spiked and stocks fell with the onset and uncertainty of the Iran […]
2026 Q1 Nvest Nsights Newsletter
1Q In Review: Encouraging Rotation Gives Way to a Strait Jacket | Steve Henderly, CFA PDF Version LINK Are you exhausted?! The first quarter included two major military operations (Venezuela and Iran), a flirtation with Greenland, another government shutdown, turbulence in private credit markets, and intensifying worries around how AI may decimate a number of […]
March 2026 Commentary: Turn! Turn! Turn!
Turn! Turn! Turn! | Steve Henderly, CFA Printer Friendly PDF: March 2026 Commentary Clients may recall our commentary a few years ago where we referenced this 1965 #1 hit song title by The Byrds. In March 2022, we were in the early innings of the most aggressive tightening of Fed monetary policy in modern history […]
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2006
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