Podcast 6: 9 reasons to fire your financial advisor

So you've been working with a financial professional for a while, but things just don't "feel right" anymore. Maybe the advisor is inattentive, or maybe you're just not seeing the results you'd hoped for. How do you know when it's okay to overlook some minor issues, and when it's time to leave? Here are

Podcast #5 – 6 tips to help avoid Ponzi schemes and fraud

They seem to be in the news every day: investment managers, insurance agents, and stockbrokers found guilty of  Ponzi schemes, theft, fraud, or mishandling your money. Lives ruined. Fortunes lost. Though there is no sure way to avoid every scheme out there, common sense and a little bit of insight from nVest Advisors' CEO Jeremy

August 3rd, 2016|Categories: Investing General, Media, Podcasts|Tags: |

Podcast #4 – Exploring College Savings

 Have a student nearing college, or thinking about saving for school for yourself? One of the most common financial goals for parents and grandparents, is being able to help your child pay for the increasingly high (and oftentimes ridiculous) costs of a college or university education. Planning ahead is very important. So is saving in

July 21st, 2016|Categories: College, Investing General, Media, Podcasts|

Podcast #3: Keep Media Bias at Bay

In today's nVest Advisors podcast, we talk about recent news events and the way the media hopes to hold your attention with constant negativity. The unfortunate recent events in Dallas, TX and Orlando, FL are discussed, as well as the Brexit vote. Three key takeways: Remember the media mantra: "If it bleeds, it leads." There

July 8th, 2016|Categories: Behavioral Finance, Investing General, Investment Markets, Media, Podcasts|Tags: |

Podcast #2 – Market volatility

It's been a wild few weeks in the market! What should the average investor know about how markets move during periods of uncertainty, and more importantly, what can you do about it right now? CEO Jeremy Torgerson walks you through the concepts of market efficiency and irrationality, and why we need to be aware of

January 22nd, 2016|Categories: Behavioral Finance, Media, Podcasts|
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