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Investing News Podcast: Financial Discretion Advised

March 31, 2022

E24: Interest hikes like the 80’s? The Power of Tax Deferral

https://youtu.be/MPT5FkMFFT8 Executive Summary Interest hikes like the 80's? Power of Tax Deferral and the $400k mistake you may be making! In this episode, Tyler breaks down the tough task ahead of the fed when it comes to interest rate hikes and inflation. Additionally, he examines the power of tax deferral…

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News Podcast: Financial Discretion Advised

February 28, 2022

E25: Russian Invasion and the Markets

https://youtu.be/6hih5wEtFYk Executive Summary In this episode Tyler breaks down how war has impacted the market since 1940 and what that means for the recent invasion of Ukraine by Russia. First, we would like to send our thoughts to those impacted by the military action in Eastern Europe and hope for…

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News PFA Ponderings

February 28, 2022

War, the Economy, and your Portfolio

The recent buildup of Russian forces around Ukraine left many people, including plenty of our clients, asking whether they should be changing their investment strategy in the face of potential war. The subsequent invasion of the sovereign Ukraine by Russian forces, along with much of the market volatility that has…

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News PFA Ponderings Podcast: Financial Discretion Advised

October 30, 2020

E2: Teamwork is the PFA Way

This week's episode, Teamwork is the PFA Way, takes a look into our team approach. Learn more about the power of the team approach and what each member brings to the table by clicking the link below! https://anchor.fm/penobscotfa To subscribe, find us on Apple Podcast, Google Podcasts, Spotify, PocketCasts, AnchorFM.

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News

October 30, 2020

James Kane Joins Team PFA!

James Kane joined Penobscot Financial Advisors September 15th, 2020 as a Portfolio Administrator. James graduated from Loyola University Maryland with a degree in Finance, and has experience in equity research and trading - rewarding him with the skillset to tackle any challenge and deliver superior client service in his new…

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News PFA Ponderings Podcast: Financial Discretion Advised

October 30, 2020

E1: “What the F???”

PFA Launches a Podcast - Financial Discretion Advised Abrin Berkemeyer CFP® and Tyler Hafford recorded the first episode "What the F???" to kick off our new podcast Financial Discretion Advised. The two delve into the most important question to ask your financial advisor: Are you a fiduciary? After this quick…

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Events News

September 25, 2020

University of Maine Alumni Association’s 21st Golf Classic

Penobscot Financial Advisors sponsored the University of Maine Alumni Association's 21st Annual Golf Classic last week. PFA team members Jim Bradley, Craig Joncas and Tyler Hafford enjoyed the day golfing for a great cause! We love maintaining close ties with the University of Maine communities and Alumni Associations. Higher education…

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News PFA Ponderings

September 11, 2020

The ‘BIG CHANGE’ for UMS Retirees

Changes are coming to the University of Maine Retiree Health plan. Here, in this post, we're giving you what we've been able to find out about the new plan so far, and to give you some additional color to what you can get from the published information. If you want…

James Bradley

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News

August 17, 2020

Abrin Berkemeyer Receives his AIF® Designation

Congratulations to Abrin Berkemeyer for completing his Accredited Investment Fiduciary® (AIF®) last week! The AIF® designation requires an understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and the process for carrying out fiduciary responsibility. The program consists of rigorous coursework, an examination…

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News

August 7, 2020

Hannah Tackett Completes the IACCP® and is Promoted to CCO

We are thrilled to announce that PFA’s Chief Operations Officer, Hannah Tackett, has earned her Investment Adviser Certified Compliance Professional® designation! The IACCP® Program requires completion of rigorous coursework, a minimum level of experience, ethical assessment and a successful result on the Certifying IACCP® Examination - which Hannah passed last week.…

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E24: Interest hikes like the 80’s? The Power of Tax Deferral

E25: Russian Invasion and the Markets

War, the Economy, and your Portfolio

E2: Teamwork is the PFA Way

James Kane Joins Team PFA!

E1: “What the F???”

University of Maine Alumni Association’s 21st Golf Classic

The ‘BIG CHANGE’ for UMS Retirees

Abrin Berkemeyer Receives his AIF® Designation

Hannah Tackett Completes the IACCP® and is Promoted to CCO

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