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In addition to these services, we maintain trusted professional resources in areas of estate, business formation & succession, and tax planning.
Our Publications
Understanding the New Tax Provisions for Parents
LINK Understanding the New Tax Provisions for Parents The Big Beautiful Bill, passed last month, introduced several tax changes that significantly impact parents. To help you navigate these updates, here’s a concise list of key provisions effective in 2025 and beyond, tailored for parents:
August Commentary – Christmas in July
Christmas in July | Steve Henderly, CFA Printer Friendly PDF: August 2025 Commentary Most think of Christmas as a December holiday, but the idea of “Christmas in July” dates back to the 1930s. Summer camps and resorts in the U.S. began celebrating the holiday in July to capture some of the magic of the season […]
2025 Q2 Nvest Nsights Newsletter
Don’t Just Do Something, Stand There! | Steve Henderly, CFA Printer Friendly PDF: Link to PDF Version The title phrase is most often attributed to the White Rabbit in Alice in Wonderland, yet again proves to be sage investing advice when thinking about the markets during the 2Q and 2025 YTD. From a painful drawdown […]
June 2025 Market Commentary – Kindness of Strangers
Kindness of Strangers | Steve Henderly, CFA Printer Friendly PDF: June 2025 Commentary The phrase “kindness of strangers” originates from Tennessee Williams’ Pulitzer Price-winning play, A Streetcar Named Desire, which was first performed in 1947. Character Blanche DuBois utters the phrase as she’s taken away to a mental institution following the loss of her home […]
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