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Our Publications
“Horsefeathers! #$*^” – December Market Commentary
Ever hear someone say “horsefeathers”? It’s peculiar, so when it’s exclaimed a puzzled look often occurs. “Horsefeathers” is politely spoken when something did not go right – like I made a bad pickleball shot or missed an easy putt; or a goofy mistake occurred that could be anticipated. It’s amusing that I used this word […]
“Three-in-One” – November Market Commentary
Three-In-One: This commentary shares three shorter writings about the changing investment landscape. We hope presenting these ideas is helpful; we share our “radar screen” as we navigate these perplexing times. – Bill Henderly, CFA, Nvest Wealth Strategies, Inc. Price & Time October financial market performance is often thought to be scary. That’s because some of […]
“A Fresh Pair of Eyes”, “Always Late”, and “Times They Are a Changing” – Nvest Nsights Q3 Newsletter
We hope this note finds you and your family well and enjoying the beginning of Fall. Unfortunately, “enjoyable” is not a word we’d presently associate with the financial markets. The 3Q marked the first time since 1976 where both stocks and bonds were simultaneously negative 3 quarters in a row. As we interact with clients, […]
Buckets of Time – Dead or Alive?
Perhaps the most unsettling aspect about 2022 is not the degree to which the stock market is experiencing pain (not that unusual), but it’s the “double whammy” of also seeing meaningful depreciation in traditional safe fixed income. A recent headline, “The worst year in US history for the 60/40 portfolio”, underscores there being no place […]
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