Market Commentary Q3 2022
October 20, 2022
Are we in a recession?
October 20, 2022
Recessions are a normal part of the business cycle. Economies grow and contract with peaks and troughs of activity. Since 1857, the U.S. economy has experienced 34 business cycles of growth and recession, with recessions occurring on average about once every 5 years. Since WWII, that average has shrunk to once in every 6.25 years […]
Who, What and Why do I need a beneficiary?
September 23, 2022
While we don’t often like to think about it, deciding who or what inherits our financial wealth after we pass away should be at the top of our priority list. It’s a fairly simple process and will save your loved ones a lot of stress when the time comes! First comes the plan, then the […]
E:29 Dollar Cost Averaging
September 6, 2022
There is plenty to learn when it comes to investing your money; what stocks should I buy? Is it better to reinvest my dividends? Should I own bonds? Wait, what is a bond? It can get overwhelming pretty quick. However, before you even get to those big questions, you are faced with what strategy you […]
Maine Seniors: Property Tax increases may be thing of the past!
August 25, 2022
U.S. housing prices are up substantially over the past two years, and that’s been felt keenly here in Maine. One effect of this increase has been re-assessments of properties by municipalities and resulting tax increases. These increases can be particularly hard on senior citizens whose incomes may not see adjustments adequate to pay the increased […]
Dollar Cost Averaging
August 24, 2022
There is plenty to learn when it comes to investing your money; what stocks should I buy? Is it better to reinvest my dividends? Should I own bonds? Wait, what is a bond? It can get overwhelming pretty quick. However, before you even get to those big questions, you are faced with what strategy you […]
E:28 How to take advantage of a bear market
July 12, 2022
What to do when the stock market just flat stinks. I know the feeling…You log into your account, hold your breath, and see that the account value has slipped even more. It has been months of seeing scary headlines and watching the value of your portfolio, EVERYTHING you have worked for, just slipping further and […]
I changed jobs! What do I do with my old 401k?
July 8, 2022
First off, congratulations! You’ve endured a process that many of us loathe, including updating resumes, a handful of interviews and a lot of anxious waiting. Now that you’ve landed yourself in a new position, at a new company, you have a lot of learning to do- learning what the job entails, learning new procedures and […]
