News and Commentary
Stay up-to-date and in-the know about every aspect of your financial picture.
November 24, 2023
Long-Term Care: Impact on Family Caregivers
The physical, financial, and emotional strain of assisting a loved one with social or health needs can have substantial impact on the caregiver. In this article, learn how long-term care planning can help.
November 16, 2023
We proudly recognized several of our Financial Advisors for excellence in financial planning, practice growth, marketing, as well as client and community service at our recent Women Advisors Forum. Congratulations to Dawn Dupre, Amy Begnaud, Jenny Daly, and Tracey Schusterman.
November 01, 2023
Healing Together: Supporting Victims and Families of the Tragedy in Lewiston | Office of Governor Janet T. Mills
Governor Mills Launches “Healing Together” Online Resource to Help Support to Lewiston Victims and Families Governor Mills Launches “Healing Together” Online Resource to Help Support to Lewiston Victims and Families October 28, 2023 Website identifies places for financial donations to support victims, families, and responders and responding organizations in wake of tragic shootings Lewiston, MAINE – Governor Janet Mills today announced the launch of a “Healing Together” resource website that identifies places accepting financial donations to support victims, families, first responders, and responding organizations in wake of this week’s tragic shooting in Lewiston. The website, available at maine.gov/governor/mills/Lewiston, also identifies mental health resources from the Maine Department of Health and Human Services to support anyone affected by the violence in Lewiston who may be struggling. The website lists community funds established by the Maine Community Foundation, the L-A Metro Chamber, the United Way of Androscoggin County, and Central Maine Medical Center that will deliver financial supports to those affected by the shootings, and those organizations involved in the community and heath care response. It also contains information about the Family Assistance Center for victims of the tragedy that opened today at the Lewiston Armory, 65 Central Avenue in Lewiston, and a public counseling center at the Ramada Inn, 490 Pleasant Street in Lewiston. The website aims to help channel the groundswell of state, regional and national support for the victims and families of this week’s shooting. “In the face of great tragedy and difficulty, it is a hallmark of Maine people to come together to love and support one another,” said Governor Janet Mills. “To that end, I know many people right now are asking, ‘How can I help?’ I encourage Maine people to use and share our ‘Healing Together’ website as a resource to support the families of the victims and the greater Lewiston community as we begin the long and difficult process of healing.” Earlier this week, the Governor addressed the people of Maine and asked them to join her in helping Lewiston and people impacted by the tragedy recover. The Governor has pledged the full weight of her Administration behind all efforts to seek justice for the victims and their families.
Research & Insights
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November Investment Perspectives
In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.
Roth Conversions: A Holiday Gift That Keeps Giving
As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in.