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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
May 2026 Commentary: Rising Oil, Rising Markets – Now What?
Rising Oil, Rising Markets – Now What? | Steve Henderly, CFA Printer Friendly PDF: May 2026 Commentary It’s no secret that high oil prices are generally a drag on the economy and stock market. We witnessed the negative relationship in March as oil spiked and stocks fell with the onset and uncertainty of the Iran […]
2026 Q1 Nvest Nsights Newsletter
1Q In Review: Encouraging Rotation Gives Way to a Strait Jacket | Steve Henderly, CFA PDF Version LINK Are you exhausted?! The first quarter included two major military operations (Venezuela and Iran), a flirtation with Greenland, another government shutdown, turbulence in private credit markets, and intensifying worries around how AI may decimate a number of […]
March 2026 Commentary: Turn! Turn! Turn!
Turn! Turn! Turn! | Steve Henderly, CFA Printer Friendly PDF: March 2026 Commentary Clients may recall our commentary a few years ago where we referenced this 1965 #1 hit song title by The Byrds. In March 2022, we were in the early innings of the most aggressive tightening of Fed monetary policy in modern history […]
February 2026 Commentary: Rotation
Rotation | Steve Henderly, CFA Printer Friendly PDF: Feb 2026 Commentary Ever experience de-ja-vu? Similar to much of this past year, 2026 kicked off with the markets struggling to digest a constant barrage of headlines, causing the proverbial “drinking from a firehose” feeling. Geopolitical escalation (Venezuela, Greenland, Iran), fresh tariff threats, pressure on the Federal […]

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