Kris Caisse
Just like that cluttered closet filled with once-used Halloween costumes and nostalgic keepsakes, your investment portfolio might also contain outdated assets. Our latest report helps you identify which investments are treasures and which should be cleared out.
Want to gain valuable insights on investing for the future? Hoping to learn more about estate planning and trusts? The experts at Plimoth Investment Advisors are here to help you.
The time has come… time for crisp cool mornings, shorter days, watching for big yellow school buses on the roads and pumpkin spiced lattes.
Small cap stocks enjoyed the media spotlight in July, with a gold medal-worthy outperformance over other asset classes.
Sell in May and Go Away? A Dated Adage Wisely Ignored by Long-Term Investors
From versatile living trusts to steadfast irrevocable trusts and compassionate special needs trusts, Carol delves into how each type serves unique roles in estate planning and wealth preservation.
Consumers in the U.S. have maintained their exuberance into the new year, and why not, when you can find prices below $3.00 at the gas pump (if you know where to look). Consumer sentiment has historically been influenced by a handful of key factors including employment, stock market returns, inflation and gasoline prices. With all of these factors moving in the right direction, it’s no wonder consumers have continued to spend with confidence.
WPLM (99.1 FM) welcomes back Louis Sousa, Senior Vice President, Chief Investment Officer for Plimoth Investment Advisors, to discuss a variety of informative topics from saving for retirement to 401(k) plans.
The advent of cryptocurrencies has changed the worlds of not only finance and technology, but also personal investing.