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Our Publications
Jawboning The Fed, Or Something Even Bigger? – Market Notes for Week Ended 7/20/18
The S&P500 marked time for the week ending July 20, perhaps a more normal experience amid a season where the calendar cannot be counted as a friend to investors. The fact that the markets are behaved however might be surprising when considering what seems to be a continued escalation of trade tension between the Trump […]
Resiliency Despite Headlines – Market Notes for Week Ended 7/13/18
For the first time since early March, the S&P500 managed to move back above the level of 2800. This is a notable achievement against a backdrop of noisy headlines that include an escalating international trade war and a Federal Reserve board that seems to be saying it remains committed to tightening monetary policy at a […]
“Tariffs Until the Market Shakes” & “Tightening Until Something Breaks!” – Nvest Nsights Q2 Newsletter
Combining the two commentary thoughts within Nvest Nsights this quarter, there are two watch points: the Fed tightening until something breaks, and tariffs until the market shakes. Of these two, the former worries us the most, longer-term. We are historically reminded about 1984 and 1994 – strong economies and slow markets to be followed by […]
Your “Family Love Letter”
Did you ever write and share your “family love letter?” It’s probably safe to say that each of us is aware of tragic situations where a loved one died at too young an age, maybe suddenly and unexpectedly. These experiences are shocking, and it is natural to catch yourself wondering how those closest to the […]

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