Insights and News

Research Note: Tenth Anniversary

  Eric R. George, Portfolio Manager   Until this December, investors had experienced a very prosperous decade following the 2008 Bear Market. As time has a way of healing painful memories, a brief review of that wrenching period may provide some perspective on our new Bear Market. The 2008 Bear was born on June 27th […]


  P R O M O T I O N S  The Managing Directors of HM Payson are pleased to announce Molly C. Reinfried, CFP®, EA has been named Chair of the Firm’s Wealth Management Group. “Molly has performed at a very high level since her arrival in 2014 and this promotion is an acknowledgement […]

Keeping Recent Volatility in Perspective

Volatility has returned to the equity markets after being abnormally low through the summer months. Rather than react emotionally to volatility we remain disciplined in our process which focuses on the fundamental drivers of value(1).  In this note we will put volatility in context, check to see if any long-term fundamentals have changed, and determine […]

Growth is the New Defense | David Hines, Director of Research

   G R O W T H  I S  T H E  N E W  D E F E N S E  Presented by David Hines, Director of Research  Earlier this year, we launched a series of lectures describing our investment philosophy, including our approach to these unprecedented market conditions. In his presentation, David […]

Sea of Opportunity: HM Payson Supports Bigelow Laboratory for Ocean Sciences

     At Bigelow Laboratory for Ocean Sciences in East Boothbay, Maine, scientists explore how the tiniest marine particles affect all life on Earth. And their discoveries are fueling new ways to keep our oceans – and our planet – healthy for future generations. We’re proud to sponsor Bigelow’s Café Sci, the annual summer […]

Understanding Charitable Giving

  As an integrated financial advisor, HM Payson fields a lot of questions around the topic of charitable giving, and our advice varies widely depending upon the client, their assets, their life stage, and their goals. Some methods of charitable giving require more planning than others, so it’s never too early in the year to […]

Growth is the New Defense: HM Payson 2018 Financial Markets Forecast

       Growth is the New Defense: 2018 Financial Markets Forecast At the start of the year, Chief Executive Officer, Peter Robbins, gave an annual forecast for the year ahead. The team forecasted a significant but not catastrophic correction in the markets which we then saw the beginnings of a couple weeks later. […]

Personal Finance 301 – Saving & Investing

  A 2017 survey conducted by GoBankingRates indicates that 33% of Americans have no retirement savings and another 23% have only between $0 and $10,000! Sadly, too many people are ill-prepared financially for their future, whether it be for retirement or an unexpected emergency. Fortunately, for adults in their 30s and 40s, there is still […]

Promotions & New Hires

    P R O M O T I O N S  The Directors of HM Payson are pleased to announce the following promotions: Michelle Santiago, Esq. has been named Chief Trust Administrative Officer and Pamela Stephenson, CTFA has been appointed Chair of the Fiduciary Services Committee. In her role as Chief Trust Administrative Officer, […]

HM Payson Strengthens Portfolio Management and Operations Teams

HM Payson is pleased to announce the addition of Richard T. Price as Portfolio Manager and Jeffrey T. Soules as Trader to the integrated financial advisory team. Richard comes to HM Payson Richard T. Price | Portfolio Manager Richard joins HM Payson with four years of experience in the financial services industry, holding the position of […]

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