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Our Services
In addition to these services, we maintain trusted professional resources in areas of estate, business formation & succession, and tax planning.
Our Publications
Peak “Stagflation” – November Commentary
What is Stagflation? Is the US economic environment traveling toward Stagflation? The percentage of news articles mentioning “stagflation” is nearly double (37%) the previous high readings which occurred in the midst of two prior recessions of 2008 and 2001 (both at 21% – see chart at bottom of article). The term stagflation combines two concepts […]
“All of the Above” Multiple Choice Questions & Pivot Points – Nvest Nsights Q3 Newsletter
With the 3Q now complete but the stock market seemingly more choppy since September, investors wonder if the final 3 months of the year and 2022 might offer a resumption of upward trend. For most, it’s a difficult consideration amid the confluence of BIG Government-related issues ranging from significant spending and tax proposals (infrastructure and […]
(Tax) Change is in the Air
It is often said that there are just two certainties in life: Death and Taxes. Or how about “the only constant in life is change”? In 2021, it is hard to recall a client conversation where the topic of potential tax policy changes did not arise. Since COVID, government policy was all about huge stimulus […]
Price Changes Everything – September Market Commentary
Why does price change everything? When product and service prices are rising, there is a point when buyers diminish. Economic value ceases to exist. That is, unless the item is very critical to meeting important needs, then higher prices know no upper bound. Take oil prices – rising too quickly curbs driving habits; some businesses […]
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2006
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40+
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