Every so often, I want to keep you in the loop about the new blog posts, new podcasts, invitations to special events, and company updates at nvestadvisors.com. Those are listed below! Let me know if you have any questions.
We're committed to keeping you informed with relevant, timely financial news and updates.
Clients at nVest Advisors know that we are all about making two very different things work together seamlessly: state-of-the-art technology and old-school customer service. That’s why we do meetings in person, by phone, or virtually (by video) for clients, no matter where you are. It’s also why we have evening and Saturday appointments available, to […]
Why do so many of us not use our vacation days? Salespeople talk about “leaving money on the table.” Well, employees leave vacation on the table. And the cost to us is significant. In fact, Americans leave 429 million vacation hours on this proverbial table, according to a report from Forbes. And USA Today reports […]
Attention clients: Effective June 14, 2018, we have terminated one of our local office telephone numbers in Texas. After 8 years, (956)233-7414 is no longer a valid phone number for nVest Advisors, LLC. Because of our growth into other parts of Texas, and into Colorado and other states, we added a toll-free number 5 years […]
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 […]
Just a quick shout-out to our clients who have their accounts managed by us at Betterment Institutional: thanks a million! This week, we crossed the $1,000,000 threshold in client accounts held there. Betterment and nVest Advisors makes a great partnership for our clients. Betterment’s active account management, under our guidance and instruction, gives our clients a […]