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 #33: The AI “Industrial” Revolution
April 28, 2026
There is reason to believe that the AI revolution still has plenty of room to grow from an investment standpoint.
READ NEPSIS NUGGETS
Nugget #32: History Lesson
March 19, 2026
As an investor, it's easy to get caught up in the stress of external factors that are affecting the market in the short-term.
READ NEPSIS NUGGETS
Nugget #31: The Market is Overvalued… Or Not!
March 6, 2026
Some experts claim that "the market" is overvalued. But is it really?
READ NEPSIS NUGGETS
Nugget #30: Growth is Good
December 16, 2025
With the S&P index up about 15% in the past year, there is some concern about whether the market has staying power.
READ NEPSIS NUGGETS
Nugget #29: Sania Noth Mania
December 2, 2025
We have said before that we believe the economy is heading into a new golden age with the 4th Industrial Revolution.
READ NEPSIS NUGGETS
Nugget #28: Rational Exuberance
November 25, 2025
The price-earnings ration (PE) is an important metric for analyzing the return of a company's stock or a basket of companies.
READ NEPSIS NUGGETS
Nugget #27: This Bull Has Earned the Right to Run
November 11, 2025
Since the beginning of the current secular bull market in 2013, the S&P 500 Index has increased from 1,550 to 6,700… an impressive gain of 4.3x.
READ