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From The Helm
October 2026
Could strong corporate fundamentals outrun the constraints building around them? The third quarter answered that question, at least for now, with a qualified yes.
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From The Helm
How to Navigate a Leadership Transition
Stepping away from leadership can be challenging, even when you have a solid succession plan.
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From The Helm
Wealth Advisor or Trust Company?
Five questions to help Maine families determine whether a traditional wealth management advisor or trust company best fits their financial needs.
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From The Helm
Reflecting on the Changing Face of Wealth in Maine
As wealth continues to evolve, building relationships grounded in trust and understanding has never been more important.
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From The Helm
How to Choose a Wealth Manager in Maine
Choosing a wealth manager in Maine means looking for more than investment management. If you’re evaluating options, here are 5 factors to consider.
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From The Helm
April 2026
The first quarter of 2026 was a reminder that uncertainty rarely arrives one variable at a time and that these variables are often interconnected in…
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From The Helm
January 2026
After a turbulent start marked by tariff concerns following Liberation Day, 2025 delivered robust gains across financial markets.
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From The Helm
Are We In An AI Bubble?
AI is powering market gains, but are valuations too high? Our investment team explores the risks, realities, and long-term potential of this transformative trend.
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From The Helm
October 2025
In the third quarter, the combination of a resilient US economy and massive investments in all things related to artificial intelligence, supported by fiscal easing…
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From The Helm
April 2025
“There are decades where nothing happens; and there are weeks where decades happen.”
