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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
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 […]
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 […]
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