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Financial
Peace of Mind

We understand your need to control your financial destiny.

Our personal, comprehensive and objective approach will provide what you're really looking for - peace of mind.

Our Publications

Check Engine Light is On – August Commentary

When your “check engine” light is displayed it usually means the car’s emissions control system is faulty and the vehicle is polluting the air beyond allowable federal standards.  A vehicle with this condition would likely fail an emissions inspection.  Common causes include a gasoline cap that is loose, oxygen or mass airflow sensor is bad, […]

“Ruff & Reddy” and “Hotel California” – Nvest Nsights Q2 Newsletter

On June 30, the S&P500 enjoyed its 34th new closing high of the year, and is now up roughly 95% from its March 2020 low.  Remarkable!  Our first article, “Ruff & Reddy” reviews the catalysts behind this powerful advance, but also that under the surface there is rotation underway and broader market momentum is softening.  […]

Is Your BeachBody Ready for Summer?

Meme stocks, Real-Estate, Initial Public Offering (IPOs), Special Purpose Acquisition Company (SPACs), Bitcoin, and Precious Metals – what do all of these share in common? Each is an example of an investment or asset currently receiving lots of “buzz” and client curiosity. While we do not typically follow these items intimately and prefer the diversification […]

Huff & Puff – June Commentary

Do you ever “huff and puff’?  Is this question relating to breathing heavily with exhaustion, or is it expressing annoyance in an obvious or threatening way?  In life, we huff and puff when winded or short of breath, from wheezing or feeling done-in; even spent or exhausted.  Often, despite much huffing and puffing about the […]

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2006

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40+

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