Skip to content
Bigelow Investment Advisors, LLC
  • HOME
  • ABOUT BIGELOW
    • Bigelow
    • Team
    • Resources
  • SERVICES
    • Investments
    • Financial Planning
  • CONTACT/LOGIN
  • NEWS/IDEAS
  • CAREERS
  • COVID-19

Category: Uncategorized

January 31, 2022January 31, 2022Uncategorized

QUARTERLY MARKET COMMENTARY: December 31, 2021

A TALE OF TWO MARKETS US STOCKS U.S. stocks returned 25.7% in 2021. An exceptional year by any standard. U.S. stocks climbed the proverbial wall of worry. A new president. […]

November 12, 2021November 12, 2021Uncategorized

QUARTERLY MARKET COMMENTARY: September 2021

Quarterly Market Commentary: September 30, 2021 INTEREST RATES MOVE HIGHER U.S. stocks were tracking to another strong quarter through July, August, and most of September. At one point, U.S. stocks […]

August 16, 2021Uncategorized

FINANCIAL PLANNING: Cybersecurity

Cyber Security Threats Cybercrimes are on the rise. Cyber criminals are taking advantage of the ever-increasing amount of data that is available online to help them carry out criminal activity. […]

August 16, 2021August 16, 2021Uncategorized

QUARTERLY MARKET COMMENTARY: June 2021

July 2021- STOCKS AND EARNINGS REBOUND WITH REOPENINGS U.S. stocks returned 8.23% in the quarter adding to the exceptional rebound in stocks since the pandemic lows in March of 2020. […]

April 21, 2021April 21, 2021Uncategorized

FINANCIAL PLANNING: American Rescue Plan of 2021

AMERICAN RESCUE PLAN OF 2021: RECOVERY REBATES With new administration comes new tax legislation. Economic stimulus and relief from the ongoing COVID-19 pandemic is the intention of the American Rescue […]

April 21, 2021April 21, 2021Uncategorized

QUARTERLY MARKET COMMENTARY: March 2021

April 2021- STOCKS UP Stocks continued to grind higher in the first three months of the year. U.S. stocks returned 6.34% in the quarter. One year stock returns are particularly […]

March 17, 2021March 17, 2021Uncategorized

POSITIVE IMPACT SPOTLIGHT: 2020 ANNUAL REPORT

Positive Impact Spotlight: 2020 Annual Report Executive Summary 2020 saw the greatest inflows into sustainability investment strategies of all-time. Sustainable investing assets under management grew 42% to $17.1 trillion. Sustainable […]

Image of Computer and Coffee cup
January 14, 2021January 14, 2021Uncategorized

QUARTERLY MARKET COMMENTARY: December 2020

January 2021 –   December 2020 Market Update   A Year to Remember and Forget   Investment management and financial planning are often viewed as a “numbers business”. They are […]

Image of Calculator
January 14, 2021January 14, 2021Uncategorized

FINANCIAL PLANNING: 2021

January 2021 –    FINANCIAL PLANNING TOPICS FOR THE NEW YEAR     RMDs are ON for 2021   For those required to take an RMD in 2019 and those […]

Image of Racquel Tibbetts
January 14, 2021Uncategorized

BIGELOW NEWS: Racquel Tibbetts named Chair of Financial Planning Committee

January 2021   Racquel Heath Tibbetts, PhD, CFP®, CPA named Chair of Financial Planning Committee   Racquel Heath Tibbetts was recently named Chair of the Financial Planning Committee at Bigelow […]

Image of City
October 15, 2020October 15, 2020Uncategorized

QUARTERLY MARKET COMMENTARY: September 2020

October 2020 –    September 2020 Market Update   QUARTER REVIEW: Stocks Prove Resilient Stock and bond markets delivered strong returns in the third quarter. U.S. and foreign stocks continued […]

Image of House
October 7, 2020Uncategorized

FINANCIAL PLANNING: Considerations for a Low Interest Rate Environment

September 30, 2020   FINANCIAL PLANNING: Considerations for a Low Interest Rate Environment   OUR CURRENT INTEREST RATE SITUATION Interest rates in the U.S. are currently hovering near historic lows […]

Image of Michael Moore
July 10, 2020Uncategorized

MICHAEL MOORE, CFA NAMED CHIEF INVESTMENT OFFICER

July 2020 –    MICHAEL MOORE, CFA NAMED CHIEF INVESTMENT OFFICER   Bigelow Investment Advisors has named Michael Moore, CFA as its new Chief Investment Officer (CIO).  Michael will coordinate […]

Image of Chart
July 10, 2020July 10, 2020Uncategorized

QUARTERLY MARKET COMMENTARY: JUNE 2020

July 2020 –   June 2020 Market Update   QUARTER REVIEW: From BEAR to BULL Market The first three months of 2020 witnessed the fastest bear market in history. U.S. […]

Image of Group of Employees
June 30, 2020June 30, 2020Uncategorized

POSITIVE IMPACT SPOTLIGHT: EMPLOYEE VALUE and HUMAN CAPITAL

July 2020   This month’s Positive Impact spotlight shines on the timely topic of Human Capital.   Over the past few months, the coronavirus and economic pressures have forced companies […]

Image of Archway
June 25, 2020June 30, 2020Uncategorized

FINANCIAL PLANNING: COLLEGE PLANNING IN 2020

June 2020   COLLEGE PLANNING IN 2020   Higher education has been making the headlines as schools decide how they are going to operate in the year ahead. While there […]

Image of Chandlers Wharf
April 7, 2020April 8, 2020Uncategorized

MARCH 2020 MARKET UPDATE: QUARTER IN REVIEW

April 7, 2020 –    March 2020 Market Update   After peaking on February 19, 2020, the U.S. stock market declined 34% in less than a month before rallying to […]

Image of Conference Room
April 7, 2020Uncategorized

FINANCIAL PLANNING: The CARES Act

April 2020   THE CARES ACT: AN ECONOMIC RESPONSE TO COVID-19 The CARES Act was passed into law on March 27th, 2020 to help address the financial impact resulting from […]

Image of Portland ME
January 29, 2020Uncategorized

DEC. 2019 MARKET UPDATE: QUARTER IN REVIEW

January 2020 –  December 2019 Market Update   2019 was an exceptional year for investing. Every major asset class delivered extraordinary returns. U.S. stocks led the way with a 31.0% […]

January 29, 2020Uncategorized

POSITIVE IMPACT SPOTLIGHT: 2019 ANNUAL REPORT

January 2020   We are excited to share our first Positive Impact Annual Report. In our initial Positive Impact Spotlight article back in March, we stated: Our goal is to share how […]

January 29, 2020Uncategorized

FINANCIAL PLANNING: 2020 UPDATES – The SECURE Act and More

January 2020    2020 UPDATES – The SECURE Act and More   The new year brings several significant changes to retirement plans and our tax system. Most of the changes […]

October 10, 2019October 10, 2019Uncategorized

SEPT. 2019 MARKET UPDATE: QUARTER IN REVIEW

SEPTEMBER 2019 MARKET UPDATE   Weakening economic conditions in the U.S. and globally forced the U.S. Federal Reserve (“Fed”) to cut rates not once but twice in the second quarter […]

October 2, 2019October 3, 2019Uncategorized

POSITIVE IMPACT SPOTLIGHT: GOVERNANCE & PURPOSE

OCTOBER 2019 –  This month we examine the issue of corporate governance and how it relates to Positive Impact investing   Governance and Purpose   “The Social Responsibility of Business […]

September 12, 2019September 12, 2019Uncategorized

FINANCIAL PLANNING: SIX THINGS TO THINK ABOUT BEFORE YOU RETIRE

SEPTEMBER 2019 – Plan ahead for a smoother transition into retirement   SIX THINGS TO THINK ABOUT BEFORE YOU RETIRE   1. TAX STRATEGY IN YOUR 60s If you intend […]

July 17, 2019July 17, 2019Uncategorized

JUNE 2019 MARKET UPDATE: QUARTER IN REVIEW

JUNE 2019 MARKET UPDATE   Year-to-date performance is impressive, led by U.S. stocks returning 18.7%.  Foreign developed and emerging market stock returns also posted double-digit returns. Bonds are having their […]

July 12, 2019July 12, 2019Uncategorized

POSITIVE IMPACT SPOTLIGHT: WATER

JULY 2019 –  In this month’s Positive Impact blog we explore the multi-faceted topic of water.   The Importance of Water    Without water, a person cannot survive for more […]

June 5, 2019September 12, 2019Uncategorized

FINANCIAL PLANNING: ROTH IRA CONVERSION STRATEGIES

JUNE 2019 – In this blog post, we review the potential benefits of Roth IRA conversions, starting with a refresher on Roth IRAs and then exploring a few Roth conversion […]

April 17, 2019April 17, 2019Uncategorized

MARCH 2019 MARKET UPDATE: QUARTER IN REVIEW

MARCH 2019 MARKET UPDATE   The first quarter’s strong returns are a welcome relief after a dreadful fourth quarter in 2018, highlighted by one of the worst Decembers in history […]

April 17, 2019September 12, 2019Uncategorized

FINANCIAL PLANNING: SPENDING & BUDGETING

MARCH 2019 – Spring is a great time to reflect on how your spending looks for the first few months of the year.   Spending & Budgeting   If you […]

March 22, 2019June 7, 2019Uncategorized

POSITIVE IMPACT SPOTLIGHT: GENDER DIVERSITY

March 2019 – We are thrilled to share our first Positive Impact blog. Our goal is to share how environmental, social, governance and economic issues impact decision-making for investors, employees, […]

Image of Couple with wine
February 20, 2019June 5, 2019Uncategorized

BEN FLOOD FEATURED IN PBS ‘NEXT AVENUE’ ARTICLE

February 2019 – Ben Flood is featured in Next Avenue: Barreling Towards Retirement, With 10 Years Between Us.  Author Bruce Horovitz covers some retirement planning tips for couples that retire […]

Image of Michael Moore
January 16, 2019June 5, 2019Uncategorized

MICHAEL MOORE NOW CHIEF INVESTMENT STRATEGIST

January 2019 – We are pleased to announce that Michael Moore, CFA has been promoted to Chief Investment Strategist for Bigelow Investment Advisors. Michael has been with Bigelow since February […]

Image of Calc
January 16, 2019June 5, 2019Uncategorized

BEN FLOOD FEATURED IN HUFFPOST: 2018 TAX CHANGES

January 2019 – Ben Flood was recently featured in HuffPost: 9 Tax Deductions That Are Gone in 2018 (And What To Claim Instead). Author Casey Bond covers some of the […]

June 27, 2018April 17, 2019Uncategorized

DECEMBER 2018 MARKET UPDATE: QUARTER IN REVIEW

DECEMBER 2018 MARKET UPDATE   U.S., foreign developed and emerging market stocks declined in 2018. Positive returns through the first nine months of the year were abruptly replaced with double-digit […]

Image of Portland ME
June 26, 2018June 5, 2019Uncategorized

CLIENT EVENT: INTRODUCING POSITIVE IMPACT 11/08/18

November 2018 – Join us at the Portland Museum of Art on Thursday, November 8, 2018. Bigelow’s Michael Moore and Ben Flood will present Bigelow’s Positive Impact investment strategies: An […]

Image of Ben Flood at desk
June 26, 2018February 7, 2019Uncategorized

BEN FLOOD FEATURED IN FORBES: COUPLES WITH AN AGE GAP

Bigelow advisor Ben Flood was quoted in the latest Forbes article. The age gap is one of many retirement planning considerations. FORBES ARTICLE CLICK HERE

June 24, 2018April 17, 2019Uncategorized

JULY 2018 MARKET UPDATE: QUARTER IN REVIEW

JULY 2018 MARKET UPDATE   After a volatile start to the year, U.S. stocks performed well in the second quarter, up 3.9%. Year to date returns for U.S. stocks are now […]

BIgelow Investment Advisors, LLC

Bigelow Investment Advisors is an investment management and financial planning firm headquartered in Portland, ME.

Bigelow Client Portal Login
Charles Schwab Login
Bigelow ADV Part 3 Form CRS

Contact Us:

4 Moulton Street, Portland, ME 04101
(207) 772-2900
info@bigelowadvisors.com

© 2022 Bigelow Investment Advisors, LLC. • Portland, Maine • All rights reserved.

Bigelow Investment Advisors, LLC is a SEC registered investment adviser. Bigelow Investment Advisors, LLC may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. Bigelow Investment Advisors, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Bigelow Investment Advisors, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Bigelow Investment Advisors, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Bigelow Investment Advisors, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Bigelow Investment Advisors, LLC, a copy of Bigelow Investment Advisors, LLC ‘s current written disclosure statement discussing Bigelow Investment Advisors, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or directly from Bigelow Investment Advisors, LLC upon request at no additional cost from the ‘Resources’ section of this website. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with one of our qualified financial advisors and/or your tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Bigelow Investment Advisors, LLC throughout this website may provide links to various other websites. While Bigelow Investment Advisors, LLC believes this information to be current and valuable to its clients, Bigelow Investment Advisors, LLC provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites.