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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
December 2025 Commentary: Trading Places
Trading Places | Steve Henderly, CFA Printer Friendly PDF: December 2025 Commentary Happy Thanksgiving! Ready or not, another holiday season is upon us. ‘Tis the season for gathering with family and friends, eating too much food, and if your schedule permits, the consumption of a few classic Christmas movies. Trading Places (1983), a comedy starring […]
November 2025 Commentary: A Complete Game
A Complete Game | Steve Henderly, CFA Printer Friendly PDF: November 2025 Commentary Scottie Scheffler’s recent run of dominance on the PGA Tour offers a lesson for investors. His average driving distance is 303 yards! As impressive as that sounds to mortal golfers like ourselves, you might be surprised to learn that stat ranks him […]
2025 Q3 Nvest Nsights Newsletter
No Brakes & More Gas! | Steve Henderly, CFA Printer Friendly PDF: Link to PDF Version The third quarter provided big encouragement for long-term investors, defying persistent anxiety about the economy, politics, and more. Stocks and client portfolios alike enjoyed three consecutive months of decidedly positive performance. Let’s review: “Christmas in July” – In July, […]
September 2025 Commentary: All Gas, No Brakes!
All Gas, No Brakes | Steve Henderly, CFA Printer Friendly PDF: September 2025 Commentary Sports teams love slogans – some memorable, some regrettable. One of the more overused in recent years is the phrase “All Gas, No Brakes”. Catchy yes, but good advice? Probably not. “All Gas, No Brakes” seems apt for describing markets since […]
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