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 Services
In addition to these services, we maintain trusted professional resources in areas of estate, business formation & succession, and tax planning.
Our Publications
November 2026 Commentary: The Air in the Bag
The Air in the Bag | Steve Henderly, CFA Printer Friendly PDF: November 2026 Commentary Sealing air inside a bag of potato chips serves a purpose. It protects the deliciously salty snack from becoming a pile of crumbs. Over the last several years, enthusiasm for artificial intelligence provided a similar cushion for stocks, especially semiconductor […]
2026 Q3 Nvest Nsights Newsletter
3Q In Review: A Quarter of Crosscurrents | Steve Henderly, CFA PDF VERSION LINK Away from the Magnificent 7, September was painful for diversified investors across most asset classes including stocks, bonds, and commodities eroding much of the incremental progress enjoyed during July and August. The divergence was striking: the equal-weight S&P 500 fell 4.8% […]
September 2026 Commentary: Twist and Shout!
Twist and Shout! | Steve Henderly, CFA Printer Friendly PDF: September 2026 Commentary The final song of The Beatles debut album, Twist & Shout, was recorded on a single take at the end of a very long day. John Lennon was fighting a bad cold and his voice was nearly shot. Despite these challenges, in […]
August 2026 Commentary: Groundhog in July?
Groundhog in July | Steve Henderly, CFA Printer Friendly PDF: August 2026 Commentary Most are familiar with the movie Groundhog Day. In the film, Bill Murray’s character, Phil, is doomed to repeat the same day over and over. Every morning he wakes up to Sonny & Cher’s “I Got You Babe”, the same weather report, […]
-0-
Commissions or Hidden Costs; Fee-Only
2006
Year Founded
40+
Years of Experience
100%
Client Focused