investments | nVest Advisors

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

What’s happening at nVest Advisors in January

Happy New Year! We wish a year of health, growth, and joy for all of our clients! Here’s what’s coming to nVest Advisors in the month of January: January Office Hours We’re open every day 8:00am to 5:00pm Mountain Time, Monday through Friday, except bank/market holidays. In January, markets and nVest Advisors will be closed: Tuesday, January 1 for New Year’s Day Monday, January 21, for Martin Luthur King, Jr. Day   READ MORE:

Finally! A readable investor’s guide.

For ages, investors have had a hard time getting good, understandable, and impartial information about investing, investment products, and investment firms. And though we do our best here at nVest Advisors, to give consumers good, reliable, and as best we can, impartial advice (including our free investor education website, nVest Academy), when we find a

4 Things to Remember During Market Volatility

As we write this blog post the afternoon of Monday, February 5, it’s been a very rough day for the US Market indexes. We believe this is the start of  the markets returning to a more normal pattern, after an historic run-up in 2017, not a sign of significant economic concerns and for most investors, it’s nothing to worry about. We’ve written about market volatility several times in the past. To read our other takes on this phenomenon, read here and here and here. It’s important to remember a few things we consider investing Maxims here at nVest Advisors. We stick to them for the benefit of our clients, but they’re important to remember for all investors. When markets get spooky, here are four bedrock principles you should always remember.

9 Ways to be a Great Client

We talk often on here about how we’re working to be a better financial advisor, and we applaud efforts by the Department of Labor, the SEC, and the state regulators to force higher standards of care on our industry. We’ve even given you reasons to fire your current advisor, things to be leery of when looking for one, and how to avoid Ponzi schemes. We’ve been serving clients for nearly a decade, and have forged deep and lasting relationships with our clients. Many have become close friends. We believe that’s the way it should be, because the relationship of a financial advisor and client involves a great deal of trust and at times, vulnerability. We work very hard to do what’s best for our clients and provide the best service we can. That includes being prompt in our responses, running compliant and ethical practices, having a servant-leader’s spirit and caring for your investments like they were our own. We often ask you what can we do to become a better advisor, but we seldom take the time to tell you what you can do to become a better client. Here are 9 ways you can help us help you:

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