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Our Publications

May 2025 Market Commentary – A “Tarrif-fying” Ride

A “Tarrif-fying” Ride | Steve Henderly, CFA Printer Friendly PDF: May 2025 Commentary Game theory is the study of strategic interactions between individuals or groups.  It provides mathematical models to analyze competition, cooperation, negotiation, and conflicts. Game theory is also a useful framework for predicting behaviors of individuals where everyone is trying to outsmart each […]

2025 Q1 Nvest Nsights Newsletter

    It was the Best of Times, Then The Worst of Times | Steve Henderly, CFA LINK to PDF VERSION “It was the best of times, it was the worst of times”… the famous opening line from Charles Dickens’ novel, ‘A Tale of Two Cities’ seems one of the most frequently used quotes when it […]

Special Market Update: March 13, 2025

Warm and sunny weather appeared this week in Ohio. Unfortunately, the stormy stock market conditions appear to be sticking with us. Since an all-time high on February 19th, a more uncertain mood is gripping the markets. Today, the S&P500 officially joined the Nasdaq in “correction” territory – defined as a pullback of more than 10%. […]

March 2025 Market Commentary – If You Don’t Know, Don’t Shoot

If You Don’t Know, Don’t Shoot! | Steve Henderly, CFA Printer Friendly PDF: Mar 2025 Commentary Did you know that the U.S. unfortunately experiences nearly 1,000 hunting-related injuries annually? Most are not fatal (thankfully), but 80% stem from human error. The golden rule of hunting safety is simple: if you can’t identify your target, don’t […]

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