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Our Publications

Special Market Update: March 13, 2025

Warm and sunny weather appeared this week in Ohio. Unfortunately, the stormy stock market conditions appear to be sticking with us. Since an all-time high on February 19th, a more uncertain mood is gripping the markets. Today, the S&P500 officially joined the Nasdaq in “correction” territory – defined as a pullback of more than 10%. […]

March 2025 Market Commentary – If You Don’t Know, Don’t Shoot

If You Don’t Know, Don’t Shoot! | Steve Henderly, CFA Printer Friendly PDF: Mar 2025 Commentary Did you know that the U.S. unfortunately experiences nearly 1,000 hunting-related injuries annually? Most are not fatal (thankfully), but 80% stem from human error. The golden rule of hunting safety is simple: if you can’t identify your target, don’t […]

Feb 2025 Market Commentary – Press Pause

Press Pause | Steve Henderly, CFA Printer Friendly PDF: Feb 2025 Commentary Life seems to move at such a fast pace!  Wouldn’t it be great if there was a button to just stop everything for a moment or two?  The ability to pause was first invented in the 1960s for reel-to-reel tape decks, but it […]

2024 Q4 Nvest Nsights Newsletter

Printer Friendly PDF: 2024 Q4 Nvest Nsights Newsletter which also includes benchmarking and data on investments widely utilized in our current tactical strategies. 2024 Year in Review | Steve Henderly, CFA There was no Santa Claus rally to conclude 2024. In fact, away from the largest technology names which permitted indexes like the size-weighted S&P500 […]

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