Resources

Weekly Market Commentary September 25th to September 29th 2023
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Read Weekly Market Commentary September 25th to September 29th 2023
Weekly Market Commentary September 18th to September 22nd 2023
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Read Weekly Market Commentary September 18th to September 22nd 2023
Weekly Market Commentary September 11th to September 15th 2023
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Read Weekly Market Commentary September 11th to September 15th 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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Read Market Update – September 2023
Weekly Market Commentary September 4th to September 8th 2023
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Read Weekly Market Commentary September 4th to September 8th 2023
Weekly Market Commentary August 28th to September 1st 2023
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Read Weekly Market Commentary August 28th to September 1st 2023
Weekly Market Commentary August 21st to August 25th 2023
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Read Weekly Market Commentary August 21st to August 25th 2023
Weekly Market Commentary August 14th to August 18th 2023
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Read Weekly Market Commentary August 14th to August 18th 2023
Weekly Market Commentary August 7th to August 11th 2023
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Read Weekly Market Commentary August 7th to August 11th 2023
Market Update – August 2023

The summer blockbuster movie Barbie has quickly made its way into an elite group of only six film productions in the post pandemic world, with over a billion dollars in global receipts. The slope of a ticket sales chart is steeper than even the red-hot recovery of U.S. equities this calendar year, with no signs of the hype abating.

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Read Market Update – August 2023
Weekly Market Commentary July 31st to August 4th 2023
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Read Weekly Market Commentary July 31st to August 4th 2023
Weekly Market Commentary July 24th to July 28th 2023
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Read Weekly Market Commentary July 24th to July 28th 2023
Weekly Market Commentary July 17th to July 21st 2023
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Read Weekly Market Commentary July 17th to July 21st 2023
Weekly Market Commentary July 10th to July 14th 2023
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Read Weekly Market Commentary July 10th to July 14th 2023
Weekly Market Commentary July 3rd to July 7th 2023
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Read Weekly Market Commentary July 3rd to July 7th 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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Read Market Update – July 2023
Weekly Market Commentary June 26th to June 30th 2023
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Read Weekly Market Commentary June 26th to June 30th 2023
Weekly Market Commentary June 19th to June 23rd 2023
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Read Weekly Market Commentary June 19th to June 23rd 2023
Weekly Market Commentary June 12th to June 16th 2023
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Read Weekly Market Commentary June 12th to June 16th 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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Read Market Update – June 2023
Weekly Market Commentary June 5th to June 9th 2023
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Read Weekly Market Commentary June 5th to June 9th 2023
Weekly Market Commentary May 29th to June 2nd 2023
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Read Weekly Market Commentary May 29th to June 2nd 2023
Weekly Market Commentary May 22nd to May 26th 2023
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Read Weekly Market Commentary May 22nd to May 26th 2023
Weekly Market Commentary May 15th to May 19th 2023
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Read Weekly Market Commentary May 15th to May 19th 2023
Weekly Market Commentary May 8th to May 12th 2023
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Read Weekly Market Commentary May 8th to May 12th 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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Read Market Update – May 2023
Investment Products: Mutual Funds, Managed Funds, Stocks, and Bonds
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Read Investment Products: Mutual Funds, Managed Funds, Stocks, and Bonds
Weekly Market Commentary May 1st to May 5th 2023
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Read Weekly Market Commentary May 1st to May 5th 2023
Weekly Market Commentary April 24th to April 28th 2023
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Read Weekly Market Commentary April 24th to April 28th 2023
Weekly Market Commentary April 17th to April 21st 2023
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Read Weekly Market Commentary April 17th to April 21st 2023
Weekly Market Commentary April 10th to April 14th 2023
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Read Weekly Market Commentary April 10th to April 14th 2023
Weekly Market Commentary April 3rd to April 7th 2023
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Read Weekly Market Commentary April 3rd to April 7th 2023
Market Update – April 2023

Investor fear tends to cloud judgment during sharp market pullbacks. The anguish of experiencing declining portfolio values can lead nervous investors to feel inclined to “sit things out” for a while, with an intention of “jumping back in” when things settle down. If this feeling should arise, your trusted and experienced account officer at Plimoth Investment Advisors is only a phone call away.

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Read Market Update – April 2023
Weekly Market Commentary March 13th to March 17th 2023
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Read Weekly Market Commentary March 13th to March 17th 2023
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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Read Market Update – March 2023
Invested in Cryptocurrency? Here’s How To Prepare For Tax Season

As tax time rolls around, it is important to understand how to report your crypto assets.

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Market Update – February 2023

Investors in U.S. equities decided to shake it off and found a way to move on from the bleak financial market environment experienced in calendar year 2022, making shares of downtrodden stocks nearly as desirable as tickets for the latest Taylor Swift tour.

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Read Market Update – February 2023
Market Update – January 2023

There are ample reasons for an enthusiastic welcome to a new calendar year after a long list of challenges marred 2022. Investors in volatile financial markets may be anxious to put the worst year for U.S. equities since the financial crisis, and one of the worst years ever for bond investors, in the rearview mirror and not look back.

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Read Market Update – January 2023
Market Update – December 2022

Fed Chairman Jerome Powell’s comments after the release of the Federal Open Market Committee’s latest meeting minutes, followed by further dovish remarks at the Brookings Institute, made progress toward appeasing the grizzled bears on Wall Street. The majority of Fed officials leaning into the idea of a pause on rate hikes in the new year moved major stock indices further away from recent bear market lows.

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Read Market Update – December 2022
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.

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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.

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Read 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”.

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Read 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.

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Read 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.

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Read Market Update – August 2022
Market Update – July 2022

Asked and answered. U.S. stocks closed in a bear market last month, driven down further by fears of sustained inflation, aggressive Fed tightening and economic slowdown. Although it has been a bear of a time for investors for much of this year, it is now official and in the books.

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Read 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?

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Read 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.

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Read 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.

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Read 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.

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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.

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Read 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.

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Read 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.

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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.

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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.

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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.

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All the Basics You Need to Know About Cryptocurrencies

The advent of cryptocurrencies has changed the worlds of not only finance and technology, but also personal investing.

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Read All the Basics You Need to Know About Cryptocurrencies