Blog

Tuesday, January 11, 2022

Portland, Maine — Old Port Advisors and Elder Planning Advisors recently announced their affiliation, a move to create synergy, increase mental capital, and enhance resources...

Wednesday, January 20, 2021

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...

Monday, August 10, 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...

Thursday, August 6, 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...

Wednesday, January 15, 2020

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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Tuesday, October 15, 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...

Monday, April 15, 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...

Tuesday, January 1, 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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