We aim to provide you with the most up-to-date thought leadership for all aspects of your financial life. In addition to your regular meetings and conversations with our advisory team, we also publish our insights on a range of topics including financial planning, investing, tax optimization and business advisory.
NEPSIS NUGGETS
Nugget #40: Party Like It’s NOT 1999
June 12, 2026
While some have compared the recent bull market to that of 1999, the data would suggest otherwise.
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Nugget #39: The Bull Market That Marches On
June 5, 2026
The secular bull market should continue to march on when you look as it from a long-term perspective.
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Nugget #38: Look Behind the Curtain
May 29, 2026
The Russell 3000 (RUA) is a well-respected stock index that represents the largest 3000 public companies in the US.
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Nugget #37: Equities – Head of the Class
May 21, 2026
It is instructive to look at the return by each asset class over each decade.
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Nugget #36: Never Want to Miss Your Ten Best Days
May 15, 2026
We have all heard the old adage – don't time the market.
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Nugget #35: Over $7 Trillion of Cash on the Sidelines
May 8, 2026
Cash may be King, but it certainly doesn't get the "crown" when it comes to investment returns.
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Nugget #34: Not Necessarily a Bear to Beware
May 1, 2026
Many investors worry about 5% pullbacks turning into bear markets. It's human nature.
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