Just a quick note for our clients and partners of our holiday hours and office events during the second quarter of 2019: Monday, April 2, the new nVest Academy website will launch with our new nVestor LifeCycle® Planning service. All eligible clients will receive an email in early April inviting you to begin your financial planning
The federal income tax filing deadline for most individuals is Monday, April 15, 2019. Residents of Maine and Massachusetts have until Wednesday, April 17, to file their 2018 tax return because April 15 is Patriots' Day and April 16 is Emancipation Day.
Just a quick entry today, to let our clients (and prospective clients) know about some additional services coming up in April:
From the standing desk of Jeremy Torgerson, nVest Advisors, LLC CEO: In the more than a decade that I've been an investment and financial advisor, I've had the misfortune of seeing a lot of unethical and even illegal activity up-close. It grieves me that our industry seems to, like many others, attract people to it
One of the challenges we've had with being a fee-only financial advisory firm is that we cannot take care of our clients' insurance needs ourselves, because insurance nearly always pays a commission and we've vowed to keep commission-related conflicts of interest out of our business model. While we don't believe all commissions are "evil", or