Executive Summary This week’s episode gets us ready for the long-awaited transition to 2021, as advisors Abrin Berkemeyer CFP® and Tyler Hafford go over New Year’s Resolutions to get your finances in order. Goodbye 2020 and Hello 2021! Resolution #1 – Build a Budget Abrin and Tyler dive into the importance of starting at the basics….
2020 Year in Review For at least six years now, Craig and I have been alternating the responsibility of writing up our “year in review.” Somehow, I drew the short straw, and got stuck with 2020. Just my luck. I get to review the year that everyone’s trying to blot…
If you’re not familiar with the term ‘FinTech’, you probably will be at some point soon. Financial technology (that’s what FinTech means) has progressed massively since the year 2000, and will likely continue to grow exponentially in capability and scope. Online banking, digital transactions, robo-advisors and cryptocurrencies are all significant…
Even if the Dow Jones Industrial Average is what people refer to when they talk about ‘the market’. The Standard and Poors 500 index has long been the ‘go-to’ measurement of the US stock market. More frequently on the ‘serious’ finance media, ‘the market’ that is referred to is the…
At Penobscot Financial Advisors, we believe the best way to empower people is through education, which is why we’ve created a series of three workshops that cover key areas of personal finance. These seminars are both fun and informative—but never a sales pitch. Every presentation is delivered by one of our knowledgeable financial planners and each is designed with the same objective: to leave participants feeling inspired to take small steps towards improving their overall financial wellbeing.
We’re currently booking financial planning and asset management seminars for 2020. Want us to come to your place of work? Have your human resources or benefits departments reach out to us by emailing info@penobscotfa.com or calling (207) 990-1901 in order to start the scheduling process.
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…
Penobscot Financial Advisors sponsored the University of Maine Alumni Association‘s 2020 Rising Star Award. Congratulations to Jennifer Desmond, class of 2014, for her numerous contributions to the University of Maine community. You can view the video of her award HERE and read more about it HERE.
Team PFA is participating in this year’s Freezin’ for a Reason Polar Plunge on February 29th to benefit Camp Sunshine. We are teaming up with Welch Sign in the first of what we hope will be many joint volunteering and fundraises efforts in our local community. Camp Sunshine at Sebago…
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