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We understand your need to control your financial destiny.

Our personal, comprehensive and objective approach will provide what you're really looking for - peace of mind.

Our Publications

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 […]

2025 Q4 Nvest Nsights Newsletter

Drinking from a Firehose: 2025 in Review | Steve Henderly, CFA PDF Version LINK The first half of 2025 felt like drinking from a firehose. President Trump’s return to the White House brought a rapid sequence of policy headlines – including DOGE initiatives, tariffs, renewed focus on immigration, and sweeping tax and spending proposals.  It […]

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2006

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