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Old Port Advisors and Elder Planning Advisors affiliate
Portland, Maine — Old Port Advisors and Elder Planning Advisors recently announced their affiliation, a move to create synergy, increase mental capital, and enhance resources...
Read MorePlanning Concepts - Changing Employers and Retirement Plans...
I’ve changed jobs, what should I do with my old 401(k) plan? To rollover, or not to rollover? This is a question that is asked by millions of Americans on an annual basis, but why? It’s because there is no single right...
Read More2ND QUARTER 2020
MARKET COMMENTARY CAPITAL MARKETS OVERVIEW SECTOR OVERVIEW FIDUCIARY CORNER PLANNING CONCEPTS OPA NEWS MARKET COMMENTARY - Fredric W. Williams There and Back Again… “Go back? No good at all! Go sideways? Impossible! Go...
Read More1ST QUARTER 2020
MARKET COMMENTARY CAPITAL MARKETS OVERVIEW SECTOR OVERVIEW FIDUCIARY CORNER PLANNING CONCEPTS OPA NEWS MARKET COMMENTARY - Fredric W. Williams Awash in Superlatives… “The market is the most efficient mechanism anywhere in...
Read More4TH QUARTER 2019
MARKET COMMENTARY Fredric W. Williams Why Two, Kaye?… Not only did the most recent New Year’s Eve usher in the passing of 2019, but it also marked the end of a decade, the first score of the 21st century, and the twentieth...
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3RD QUARTER 2019
MARKET COMMENTARY Fredric W. Williams Everything Is Just Im-peachy… One could almost be excused if the political theater emanating from our nation’s capital this last quarter was mistaken for just another of the...
Read More2ND QUARTER 2019
MARKET COMMENTARY CAPITAL MARKETS OVERVIEW SECTOR OVERVIEW FIDUCIARY CORNER PLANNING CONCEPTS OPA NEWS MARKET COMMENTARY - Fredric W. Williams Alternate Reality… Distinctly different from the “altered reality” of...
Read More1ST QUARTER 2019
Market Commentary Fredric W. Williams Bungee Bounce-Back Bull… Thought to be in need of life-support during the 4th quarter 2018’s decline, the domestic equity market’s version of the raging bull (not the 1980 film...
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