Kris Caisse
Small Was Extra Large in July
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.