Nvestfit, LLC

03/12/2026

Wrapping up a full day of learning, collaboration, and great conversations at the Titan Investors conference.

Today’s sessions covered several timely topics given the current geopolitical and economic environment, including:

• How gatekeepers shape allocator decisions
• Staying relevant as an advisory firm in a rapidly evolving investment landscape
• CIO perspectives on the market and alternatives
• The growing role of private credit, real assets, and institutional strategies

It was great hearing perspectives from firms like Sprott, Nuveen, CIM Group, Flat Rock Global, BondBloxx, Johnson Asset Management, and Prospect Capital, along with other advisors and institutional investors.

One thing that stood out today: the importance of staying adaptable and continuously learning in order to navigate changing markets and serve clients well.

Grateful for the opportunity to learn and connect with others in the industry

03/06/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

03/05/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

03/04/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

03/02/2026

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

02/27/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

02/25/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

02/23/2026

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

02/21/2026

Honored to be recognized by Best of Gwinnett 2025 🏆

This marks our third year receiving Best of Gwinnett recognition, and we’re grateful for the continued support of our clients and community.

At Nvestfit, LLC, our focus remains the same—providing thoughtful, education-driven financial guidance and helping people make confident decisions about their financial future.

Thank you for being part of the journey.

—
Samuel Richmond, CFP®
President, Nvestfit, LLC

02/20/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

02/18/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

02/16/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Learn how to address the challenges that women face when planning for retirement.