Notice: The Client Login will be unavailable March 11-12
due to site maintenance. We apologize for any inconvenience.

Personal Finance 301 – Budgeting & Financial Statements

For a printer-friendly version, click here. As advisors, we place a high level of importance on financial planning which encompasses many aspects of life, including budgeting, retirement planning, education planning, risk management and estate planning. In December 2014, we published a paper titled “Financial Foundations for the Next Generation” as the first note in the […]

2016 Election Note

The only thing markets dislike more than uncertainty is an outright surprise.Very few observers or pollsters gave Donald Trump much of a chance to win the election. The election proved to be one of the biggest political surprises in history. As it became clearer that Trump would win, the US stock market sold off 5.8% in the overnight futures market before rallying to close up 1.1% the day after the election in an incredible and historic round-trip.

Payson TOTAL RETURN FUND H.M. Payson offers the option of our Total Return Fund for clients with investable assets of $200,000 or lower.