Katheryn Nogueira

Market Update – May 2024

Much like the lyrics of George Harrison’s last number one hit “Got My Mind Set on You” (a cover of the 1962 James Ray song released by the former member of The Beatles in 1987) investors need to embrace the idea that prudent investing is going to take time, a whole lot of precious time. It’s going to take patience and time… to do it right.

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Market Update – May 2024
Nicole C. Dagle Achieves Key Promotion at Plimoth Investment Advisors
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Nicole C. Dagle Achieves Key Promotion at Plimoth Investment Advisors
Market Update – April 2024

The following (quite logical) question tends to arise every four years, and this year is no exception. “What does this historic presidential election mean for the U.S. stock market?”

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Market Update – April 2024
Weekly Market Commentary March 25th to March 29th 2024
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Weekly Market Commentary March 25th to March 29th 2024
Weekly Market Commentary March 4th to March 8th 2024
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Weekly Market Commentary March 4th to March 8th 2024
Market Update – March 2024

The last time markets exhibited such strength in an 18-week period was 53 years ago, just as young families were first able to interact with their favorite characters on Main Street USA at Disney’s Magic Kingdom flagship Florida property.

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Market Update – March 2024
Weekly Market Commentary February 26th to March 1st 2024
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Weekly Market Commentary February 26th to March 1st 2024
Weekly Market Commentary February 19th to February 23rd 2024
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Weekly Market Commentary February 19th to February 23rd 2024
On Air with Mark Gendreau: Exploring Personalized Investment Strategies
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On Air with Mark Gendreau: Exploring Personalized Investment Strategies
Market Update – January 2024

This New Year, resolve to do something… the same. New Year’s Resolutions can be great, particularly when focused on a habit or area that could use some added effort or a tune up. Let’s try to be cautious, however, of not disrupting tried and true habits that work to our advantage over time.

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Market Update – January 2024
Market Update – December 2023

What a difference a month makes. Santa came early for equity investors and stocks roared in November after hitting correction levels just a month ago. While stocks were flashing green across the screen, Black Friday and Cyber Monday brought in new record high sales.

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Market Update – December 2023
Market Update – November 2023

As a follow-up to our last monthly newsletter and based on (always highly valued) feedback, (we state for the record that) it is certainly the case that there are many types of pumpkin spice enthusiasts and by no means are all “giddy,” as referenced in our last letter. Rather, it is the U.S. stock market to be reported on, having entered a “correction” in one of the final trading sessions in the month of October.

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Market Update – November 2023
Market Update – October 2023

Spend baby spend! That was the message from the U.S. government to its constituent consumers during the three-year pandemic recovery, with multiple rounds of helicopter stimulus checks and economic relief programs dropped in their laps. And spend they did, creating a hard-to-break habit in the process.

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Market Update – October 2023
Market Update – September 2023

September means back to school for many families, whether it be children or grandchildren at various points in their primary or secondary educations or for some, a time to face the soaring costs of a college education. With even the best laid plans, education costs have continued to skyrocket at higher than anticipated levels over the past several years and can be daunting when their impact on personal budgets is realized.

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Market Update – September 2023
Market Update – July 2023

There have been an inordinate number of reported black bear sightings in Massachusetts this year. While unusual, the rationale seems to be that bears are known to be a hungry lot and, although they live in the woods, will venture to wherever they have a chance of finding an easy food score. If you happen to see one of our recently popular local black bears, the best advice seems to be to leave it to go about its business, as it should eventually move along. Long-term investors would be well served to heed similar advice. Bear market periods are an occasional occurrence that have historically run their course and been dominated by periods of longer-term bull runs.

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Market Update – July 2023
Market Update – June 2023

In an episode of The Twilight Zone that initially aired in the 1960s, Rod Serling narrates the story of an elderly resident at a home for the aged who falls on challenging times and longs for the days when all worries and problems would disappear by participating in a childhood game of “Kick the Can”.  In the real world, however, such games merely push difficult situations off and postpone tough decisions.  No amount of wishing or believing will solve problematic issues like the U.S. debt ceiling.

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Market Update – June 2023
Market Update – May 2023

April showers may have created a few mud puddles for investors to navigate, but in the end, most should maintain a sunny disposition when reviewing portfolio balances from the end of the month.

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Market Update – May 2023
Investment Products: Mutual Funds, Managed Funds, Stocks, and Bonds
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Investment Products: Mutual Funds, Managed Funds, Stocks, and Bonds
Market Update – March 2023

The Federal Open Market Committee raised short-term rates by 25 basis points last month in the latest move in their fight against sticky inflation. The magnitude of the eighth hike since March, 2022 was less than previous increases in the current monetary tightening cycle.

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Market Update – March 2023