The falling leaves, the falling FANG stocks… it can only mean one thing: Time for the 2018 PFA Year in Review! Jim here, taking the helm for this year. Craig and I have alternated the editorial duty for the past handful of years, and while some of you may be…
Portfolio Administrator Looking for Love… Penobscot Financial Advisors (PFA) is seeking a qualified individual to join our Team as Portfolio Administrator. You will be responsible for maintenance of the team’s investment models, client portfolios & reporting. Our team will direct much of your work, which includes gathering necessary data for…
Hammers are swinging and our new Portland office is in the works! The new space will have offices to accommodate our growing team, as well as a client meeting room and a conference room. Five sunny windows look out over Monument Square and Our Lady of Victories. To find out…
Global markets managed to shake off natural disasters and geopolitical sabre rattling, to post a third quarter with steady growth and low volatility. Generally, central bankers continued with relatively easy monetary policy, continuing to provide fuel for one of the longest global market expansions in history. Domestically, the S&P 500…
Abrin Berkemeyer has joined the PFA Team as an Associate Advisor! Abrin is honing his extensive financial market and mathematics knowledge into practical application as he works closely with the firm’s advisors, researching complex planning topics and crafting solutions for clients. When not working, or buried in his CFP Study…
Quarterly Recap: Second quarter returns on major US stock indices were not as strong as the first quarter with the S&P 500 returning 3.1%, the Nasdaq Composite returning 3.9%, and the Dow Jones Industrial Average returning 3.3%. First quarter financial results released during the second quarter showed strong corporate earnings…
Dear Valued Client, It’s hard to believe, but it has been about four months since my last letter. At that time I was announcing exciting progress as PFA registered with the SEC, becoming an independent Registered Investment Advisor. I am pleased to report today that our dual-registration status with Mid…
Dear Valued Client, I am excited to report that on January 27, 2017 the Securities and Exchange Commission (SEC) approved Penobscot Financial Advisors’ application to become a Registered Investment Advisor. I know, this more than likely means nothing to you – let me translate: All financial advisors that deliver investment…
Dear Valued Client, Welcome to the 2nd Edition of PFA’s Year in Review. Last year’s inaugural missive was penned by Managing Partner Craig Joncas, and I was greatly looking forward to reading his thoughts on this year. However, in the year where things don’t necessarily turn out as you think…
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