Delivering
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

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 […]

May 2025 Market Commentary – A “Tarrif-fying” Ride

A “Tarrif-fying” Ride | Steve Henderly, CFA Printer Friendly PDF: May 2025 Commentary Game theory is the study of strategic interactions between individuals or groups.  It provides mathematical models to analyze competition, cooperation, negotiation, and conflicts. Game theory is also a useful framework for predicting behaviors of individuals where everyone is trying to outsmart each […]

2025 Q1 Nvest Nsights Newsletter

 It was the Best of Times, Then The Worst of Times | Steve Henderly, CFA LINK to PDF VERSION “It was the best of times, it was the worst of times”… the famous opening line from Charles Dickens’ novel, ‘A Tale of Two Cities’ seems one of the most frequently used quotes when it comes […]

-0-

Commissions or Hidden Costs; Fee-Only

2006

Year Founded

40+

Years of Experience

100%

Client Focused