11 River Basin Lane, North Yarmouth, Maine 04097 United States
tel: 207-846-8787
toll free: 855-440-0010


  • Realistic Financial Planning
  • Risk Managed Investing
  • Integrity And Outstanding Service
  • Sleep Better At Night


3rd Quarter Newsletter 2018


2nd Quarter Newsletter 2018

Summer weather is here at last and for New Englanders, one of the coolest springs in memory is officially over.

First Quarter Newsletter 2018

Since the major pullback in late January, domestic equity markets have been marked by volatility. Initially Energy, REITs, and Utilities were particularly vulnerable, as investors worried that Fed policy would continue to tighten.

4th Quarter 2017 Newsletter

  2017 has been a record breaker for domestic equities, closing with the second longest bull run to date. The last time the S&P slumped 3% or more was November 2016, according to CNNMoney Invest. Not surprisingly, many analysts and market prognosticators are predicting a significant correction, or even a “crash” being imminent.

3rd Quarter 2017 Newsletter & Annual Open House



2nd Quarter 2017 Newsletter

   The "Lazy, Hazy, Crazy Days of Summer" are upon us. Can you hear the voice of Nat King Cole on the radio? If you don't know what we are talking about, ask Siri or Alexa to play it for you. The last several weeks have featured a lack of direction in the equity market, Fed, and Congress.

Newsletter: 1st Quarter 2017



Newsletter Quarter 4, 2016

Fourth Quarter 2016 Newsletter

Newsletter 3rd Quarter 2016

As we write this, the Chicago Cubs have just won the World Series, after being down 3 games to 1, in extra innings, following a rain delay. They have not won a World Series since 1908. The nation will also be electing a new president, marking the end of what many feel is the most unusual and stressful campaign in memory.

Project Completion!

We are pleased to announce the North Yarmouth office has been completed and we could not be happier with the outcome. Our new space is open and welcoming and we hope our clients will love it just as much as we do. In the coming weeks we will let you all know plans for our Annual Open House. We look forward to seeing each of you very soon!

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