Resources

Weekly Market Commentary September 19th to September 23rd 2022
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Read Weekly Market Commentary September 19th to September 23rd 2022
Weekly Market Commentary September 12th to September 16th 2022
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Read Weekly Market Commentary September 12th to September 16th 2022
Weekly Market Commentary September 5th to September 9th 2022
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Read Weekly Market Commentary September 5th to September 9th 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
Weekly Market Commentary August 29th to September 2nd 2022
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Read Weekly Market Commentary August 29th to September 2nd 2022
Weekly Market Commentary August 22nd to August 26th 2022
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Read Weekly Market Commentary August 22nd to August 26th 2022
Weekly Market Commentary August 15th to August 19th 2022
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Read Weekly Market Commentary August 15th to August 19th 2022
Weekly Market Commentary August 8th to August 12th 2022
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Read Weekly Market Commentary August 8th to August 12th 2022
Weekly Market Commentary August 1st to August 5th 2022
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Read Weekly Market Commentary August 1st to August 5th 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
Weekly Market Commentary July 25th to July 29th 2022
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Read Weekly Market Commentary July 25th to July 29th 2022
Weekly Market Commentary July 18th to July 22nd 2022
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Read Weekly Market Commentary July 18th to July 22nd 2022
Weekly Market Commentary July 11th to July 15th 2022
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Read Weekly Market Commentary July 11th to July 15th 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?

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Read Market Update – July 2022
Weekly Market Commentary July 5th to July 8th 2022
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Read Weekly Market Commentary July 5th to July 8th 2022
Weekly Market Commentary June 27th to July 1st 2022
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Read Weekly Market Commentary June 27th to July 1st 2022
Weekly Market Commentary June 20th to June 24th 2022
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Read Weekly Market Commentary June 20th to June 24th 2022
Weekly Market Commentary June 13th to June 17th 2022
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Read Weekly Market Commentary June 13th to June 17th 2022
Weekly Market Commentary June 6th to June 10th 2022
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Read Weekly Market Commentary June 6th to June 10th 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
Weekly Market Commentary May 31st to June 3rd 2022
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Read Weekly Market Commentary May 31st to June 3rd 2022
Weekly Market Commentary May 23rd to May 27th 2022
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Read Weekly Market Commentary May 23rd to May 27th 2022
Weekly Market Commentary May 16th to May 20th 2022
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Read Weekly Market Commentary May 16th to May 20th 2022
Weekly Market Commentary May 9th to May 13th 2022
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Read Weekly Market Commentary May 9th to May 13th 2022
Weekly Market Commentary May 2nd to May 6th 2022
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Read Weekly Market Commentary May 2nd to May 6th 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
Weekly Market Commentary April 25th to April 29th 2022
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Read Weekly Market Commentary April 25th to April 29th 2022
Weekly Market Commentary April 18th to April 22nd 2022
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Read Weekly Market Commentary April 18th to April 22nd 2022
Weekly Market Commentary April 11th to April 15th 2022
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Read Weekly Market Commentary April 11th to April 15th 2022
Weekly Market Commentary April 4th to April 8th 2022
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Read Weekly Market Commentary April 4th to April 8th 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
Weekly Market Commentary March 28th to April 1st 2022
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Read Weekly Market Commentary March 28th to April 1st 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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Weekly Market Commentary March 21st to March 25th 2022
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Read Weekly Market Commentary March 21st to March 25th 2022
Weekly Market Commentary March 14th to March 18th 2022
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Read Weekly Market Commentary March 14th to March 18th 2022
Weekly Market Commentary March 7th to March 11th 2022
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Read Weekly Market Commentary March 7th to March 11th 2022
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
Weekly Market Commentary February 28th to March 4th 2022
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Read Weekly Market Commentary February 28th to March 4th 2022
Weekly Market Commentary February 21st to February 25th 2022
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Read Weekly Market Commentary February 21st to February 25th 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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