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Our Publications

Double-Barrel Shotgun – May Commentary

The rivalry between the Hatfields and the McCoys is one of the oldest and best-known family feuds in American history.  For nearly 50 years, violence between the two families raged over who owned two razor-backed hogs that swam in the Tug River, a valley area between Kentucky and West Virginia.  Even though the feud ended […]

Special Market Update: “Escalators, Not Elevators”

Why does investing in the stock market feel like taking an escalator up, and riding an elevator down?  Rising markets seem to be slow upward climbs, like an escalator; the rise occurs over extended time (months and years).  But, a correction or market pullback occurs quickly (days and weeks, or months), like riding an elevator […]

“Goes Without Saying” and a “Stitch In Time” – Nvest Nsights Q1 Newsletter

After nearly two years of strong market gains, investors experienced their first meaningful pullback during the first quarter of 2022.  While it is typical for markets to experience pullbacks and a higher level of volatility after the initial 12-18 months of a new bull market, it is never welcomed or comfortable.  That is probably because […]

401k Lifetime Income Estimates… Will You Feel More SECURE?

If you are fortunate enough to have a company sponsored 401K plan, you will likely see some new (and potentially confusing) illustrations on your statements in the coming months.  The changes are related to the 2019 Secure Act passed by congress.  The mandate requires 401k administrators to provide an estimate of “guaranteed lifetime income” assuming […]

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