Insights and News

Research Note: Rallying into a new decade

Yes, Virginia, there is a Santa Claus… rally. After finding coal in their stockings a year earlier, stock investors were rewarded in 2019 with very strong returns, capped off with a 4th quarter rally that was enjoyed around the globe. The U.S. stock market was at the top of the ‘nice’ list all year with […]

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 start […]

Putting a Recession into Context

In the face of elevated stock market volatility, rising US-China trade tensions, and plummeting bond yields, many are wondering whether these might be signs the United States is headed for a recession. Our analysis suggests the risk of recession is low in the near-term, but we thought now would be a good opportunity to look […]

The Ball of Yarn: HM Payson Supports Camp Sunshine

Camp Sunshine , located on Maine’s beautiful Sebago Lake, provides retreats combining respite, recreation, and support, while enabling hope for children with life-threatening illnesses and their families. To highlight the connectedness of the children through the camp’s activities, we partnered with Camp Sunshine to offer the winter campers a special 3-day class about storytelling through […]

MaineBiz “19 on 19”

If you missed the “19 on 19” issue of MaineBiz then you might have missed our very own Molly C. Reinfried talking about taking the long view when it comes to stock market volatility. Click here to read the full article.

Strategies to Save and Pay for College

  Paying for College   The cost of post-secondary education has never been so high.  The average college tuition has dramatically increased over the last few decades, particularly in comparison to the average household income. While tuition rates have skyrocketed, salaries have not kept pace. This discrepancy has resulted in parents and students taking on […]

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 […]

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