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More ways to stay connected

Just a quick entry today, to let our clients (and prospective clients) know about some additional services coming up in April:

Investors should demand transparency and verify before ever handing over money

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

Our New Life Insurance Partners

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

New in 2019: Video Email

"When was the last time you heard from your financial advisor?" If you're a client of nVest Advisors, your answer to that should be, "Frequently!" With as often as daily market updates, weekly account performance emails, regular updates on Facebook, Twitter, LinkedIn, our own smartphone app, our podcast, our blog, monthly newsletters, and even periodic

New Investor’s Guide for 2019

  68 pages of Investment Savvy The Texas State Securities Board periodically publishes a reviewed Investor's Guide that we strongly support. Even if you're not in Texas (the vast majority of our clients are at this point), the information is timely, from an authoritative, consumer-advocate source.   The 2019 Investor's Guide was just

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