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Our Services
In addition to these services, we maintain trusted professional resources in areas of estate, business formation & succession, and tax planning.
Our Publications
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 […]
Dec 2024 Monthly Commentary – Comedian
“Comedian” | Steve Henderly, CFA | Nvest Wealth Strategies® Printer Friendly PDF: Dec 2024 Commentary What are some of the most famous works of art that come to mind? The Mona Lisa, Van Gogh’s Starry Night, or perhaps a masterpiece by Picasso or Monet? We often hear of art fetching astronomical sums at auction. Yet […]
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