Monthly Archives: January 2024

The Pitfall of Financial Sprawl

Posted on by

THE PITFALL OF FINANCIAL SPRAWL

Happy New Year from your team at Nvest!  As you turn the page to 2024, is this a good time to reflect on your financial big picture?  Is it appealing to make financial life simple?

Many clients in the Columbus area, as well as other urban areas, are well aware of urban sprawl.  It’s seems to be a growing concern and frustration.  Developing and sticking to a “grand plan” can be challenging for local politicians.  Despite good intentions, communities often deviate from the grand plan as differing views and priorities are brought forward.  These quickly distract from the big picture.Continue reading→

2023 Q4 Nvest Nsights Newsletter

Posted on by

M&Ms candy was first introduced to the public in 1941, inspired after Forrest Mars Sr. relocated his Mars candy company to England and encountered British soldiers eating small chocolate beads encased in a hard sugar shell.  This shell prevented chocolate melting in the heat of summer (melt in your mouth, not your hand).  A couple other interesting facts: M&Ms were sold exclusively to the US military during WWII.  Between 1976 and 1987 there were no red colored M&Ms and the color blue was not added until 1995.  M&Ms were the first candy to travel into space (1981).  Who doesn’t like M&Ms?

Reflecting on investing in 2023, it might be appropriate to label it the year of the M&Ms.  That’s because two investing themes dominated investor behavior throughout the year: Money Market Funds and the Magnificent 7(1).

Click here for a Printer Friendly PDF which also includes benchmarking and data on investments widely utilized in our current tactical strategies.

Continue reading→