Insights and News

Levi Knapp on the importance of higher education

  Thomas College believes in helping students find gainful employment after graduation with their Guaranteed Job Program. We partnered with Thomas College to highlight recent graduate, Levi Knapp ‘s perspective on the importance of higher education and how the Guaranteed Job Program helped him land his job with The Harold Alfond Foundation.

2018 Year in Review

  Every year in January we like to look back and reflect on the progress we, as a firm, have made for our clients and the impact we have had on our communities. From a technology standpoint, 2018 was an exciting year for HM Payson. Early in the year, we fully transitioned to our market-leading […]

Introducing the new HM Payson Mobile App

As part of our continuous effort to provide you with the best possible service, HM Payson is pleased to announce the launch of our new mobile application. Notable features include access to: Financial data including portfolio reports Documents via digital document vault Outside investment accounts HM Payson team members Download the HM Payson app today […]

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 of […]

Promotion

The Managing Directors of HM Payson are pleased to announce Molly C. Reinfried, CFP®, EA has been named Chair of the Firm’s Financial Planning Group. “Molly has performed at a very high level since her arrival in 2014 and this promotion is an acknowledgement of the value she brings to every client relationship here at […]

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 educational […]

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. […]

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