Portland, Maine, June 5, 2023– Penobscot Financial Advisors expands their advisory team with the addition of Topsham native Rebecca Schuman to its Portland office. Rebecca’s undergraduate studies in Finance and International Business at the University of Maine, Orono led her to a position as an account manager for a local hedge fund administrator. Her interest […]
Transcription Sam Chaplin: Hello. Hello everybody. Welcome to PFA’s Q2 halftime report, hotly anticipated. Hope everybody’s having a great summer so far as we’re headed into Memorial Day weekend. It’s nice weather come coming in, so hope everybody has some fun plans. My name is Sam Chaplin. I am joined by our chief investment officer, […]
Population growth in the US has been slowing. Exactly how much isn’t entirely clear, because we aren’t as sure of how many people live in the US as we think. Generally, the census gives us a best-guess snapshot each decade. Between official census counts, we try to measure interim changes from two primary sources: ‘Vital […]
Executive Summary We invited Jan Miller, a nationally-renowned student loan expert, to our Advisor Huddle to talk about repayment options, forgiveness programs, and tips for determining what might be best for borrowers. DISCLAIMER: The foregoing content reflects the opinions of Penobscot Financial Advisors and is subject to change at any time without notice. Content provided […]
Executive Summary No matter how big or small your financial goals, the journey to achieving them starts with simple steps. But those first few steps can impact how quickly and efficiently you achieve your goals. During this presentation, Craig Joncas, CFP® of Penobscot Financial Advisors covers easy strategies and tips on: * Preparing for financial […]
Transcription Sam Chaplin: Hi everybody. My name’s Sam Chaplin. Today is February 16th, 2023. We’re coming to you with our halftime report for the first quarter here. You might have noticed in the past, we usually release our commentaries towards beginning of the quarter but we’re now writing commentaries at the beginning of the quarter […]
Executive Summary In this Episode of Financial Discretion Advised, host Tyler Hafford CPF® brings in Jim Bradley CFP® to talk about when someone might know it is time to retire. They dive into some personal experiences and what they commonly see with their clients. Additionally, the two dive into the murky waters of the interest […]
In this PFA Advisor Huddle, we break down key provisions of the Consolidated Appropriations Act of 2023. The legislation is also known as the SECURE Act 2.0 since it builds on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. We assume you don’t have time or want to read the Act’s […]
