Annamarie Tush

Happy Thanksgiving

The talented staff members at Plimoth Investment Advisors are cooking up a special treat for you! They’ve put together a cookbook with their favorite recipes of the season.

Learn More +
Happy Thanksgiving
Market Update – November 2022

After months of tricky-to-maneuver volatility in the stock market, equity investors were afforded a fall treat just in time to load up on (higher-priced *) Halloween candy. Equity volatility remained above historical long-term averages during the month, but fortunately the rapid move in stock prices in the later part of October was to the upside.

Learn More +
Market Update – November 2022
Market Update – October 2022

Avid readers of this newsletter may recall an introduction to the acronym “TINA” (There Is No Alternative), popularized at a time of rock bottom interest rates on fixed income instruments and coined by market pundits to describe the rationale for focusing attention entirely on equity investments. The rapid rise in short-term rates has made “lending” capital (purchasing bonds and other fixed income instruments in return for a set interest payment) both attractive and profitable again. Enter “TARA”, the newest cocktail party acronym… “There is A Reasonable Alternative”.

Learn More +
Market Update – October 2022
Market Update – September 2022

Planning a trip to Europe anytime soon? You may find that your dollar stretches further than it has in the past when you exchange your greenbacks for euros. Last month, the U.S. dollar and the euro reached 1:1 parity for the first time since the early days of the euro in 2002.

Learn More +
Market Update – September 2022
Market Update – August 2022

It seems that if you aren’t happy with something, you can attempt to simply redefine it. Take the dreaded word “recession” for example. Per the textbooks I studied and with the guidance of my excellent professors, I have always stuck to the basic definition – two consecutive quarters of negative real Gross Domestic Product (GDP). The nuances of labeling the stages of a business cycle, however, are not quite that simple.

Learn More +
Market Update – August 2022
Market Update – July 2022

The Bear, or Not the Bear, that is the Question – As perhaps a Shakespearean soliloquy might ponder… Whether ‘tis nobler in the mind of the investor to suffer the 20% closing decline known as a bear market and move on, by means of slings and arrows in the pursuit of opportunistic fortune, or to merely approach such chasm and never gain the menacing label of sold off markets past?

Learn More +
Market Update – July 2022
Market Update – June 2022

The Bear, or Not the Bear, that is the Question – As perhaps a Shakespearean soliloquy might ponder… Whether ‘tis nobler in the mind of the investor to suffer the 20% closing decline known as a bear market and move on, by means of slings and arrows in the pursuit of opportunistic fortune, or to merely approach such chasm and never gain the menacing label of sold off markets past?

Learn More +
Market Update – June 2022
Market Update – May 2022

I expect some readers will recall an electronic board game called “Operation” from their youth. Despite knowing the artificial “jolt” would eventually come it was uncanny how the human reaction was to jump with each eventual failure. This reaction comes to mind when considering the response of fixed income investors to the first rate hike in the monetary tightening cycle which began in March.

Learn More +
Market Update – May 2022
Market Update – April 2022

The Federal Open Market Committee (FOMC) raised short term rates in March for the first time since 2018. Maintaining their proclivity for transparency, they quickly announced expectations for the possibility of six more hikes this calendar year (with the market already pricing in more) to slow the pace of rising inflation.

Learn More +
Market Update – April 2022
Keep This in Mind When Consolidating 401(k)s or IRAs

Americans switch jobs often — every five years on average, according to the Bureau of Labor Statistics. Switching may be great for satisfaction and pay, but it can complicate retirement planning.

Learn More +
Keep This in Mind When Consolidating 401(k)s or IRAs
Market Update – March 2022

Russia’s invasion of Ukraine overshadowed all other news in the final trading week of February.  The initial panic selling on Wall Street turned around quickly on the day of the military attack.

Learn More +
Market Update – March 2022
Market Update – February 2022

The stock market was incredibly volatile in the first month of 2022, reflecting fears of Fed policy tightening. Higher interest rates meant lower stock prices, as investors able to earn higher yields on risk-free U.S. Treasury bonds were less interested in buying technology stocks with questionable profitability.

Learn More +
Market Update – February 2022
How To Start Investing

Make it your goal: this is going to be the year you start investing to grow your money. Don’t worry that you’re too late —as the saying goes, the best day to start investing was yesterday, and the second best day is today.

Learn More +
How To Start Investing
Target Date Investment Funds for your 401 (k)

Target date funds are risk-based retirement investment funds that are generally designed to be used as a single investment option. Over time, the mix of stocks and bonds included in a target date mutual funds automatically becomes more conservative as you near retirement.

Learn More +
Target Date Investment Funds for your 401 (k)
Investing: Plimoth Investment Advisors Wealth Management vs. DIY Solutions

When you want to take control over your finances and invest properly, you’ll have the choice of turning to a professional or do it yourself.

Learn More +
Investing: Plimoth Investment Advisors Wealth Management vs. DIY Solutions
Choosing a Trustee for my Trust

When you set up a trust, you’re telling people how you want to manage your assets so that no one is left wondering about your intentions.

Learn More +
Choosing a Trustee for my Trust