Media & Press

‘Are they asking about your situation and trying to learn about what you need, or within five minutes are they pushing high-pressure sales tactics?’

Spinnaker Trust has appointed the chief ventures officer for the Gulf of Maine Research Institute to its board of directors. 

Blaine Grimes brings more than 30 years of experience in the private and public sectors to Spinnaker’s board.

PORTLAND — Spinnaker Trust is pleased to announce that Eben Jose, CFA, has been named vice president, client advisor, director of private markets. In his new position, Jose will work directly with families to address and manage their long-term investment needs and goals.

Protecting your retirement in the face of a potential recession means taking a hard look at your financial plan and making sure you have enough of a safety net if the economy falters later this year or next year.

There’s a lot of numbers to weigh when it comes to retirement—but what’s your number? 

Working Americans think they need $1.1 million to retire, according to the Schroders 2023 U.S. Retirement Survey, but how does each individual really figure out what they will need in a retirement that could last decades?

If Maine bank depositors are worried about their accounts in the wake of the current industry turmoil, what can they do?

Without an emergency savings, people are more likely to take loans or withdrawals from their retirement accounts. How to get started.

Spinnaker Trust has promoted a senior vice president and senior client advisor to a principal of the firm.

Drew Oestreicher, who joined Spinnaker in 2013, has nearly three decades of experience helping high-net-worth clients develop strategic plans to achieve financial goals for themselves and future generations.