Insights and News

Research Note: The Importance of Balance Sheet Strength in a Recession

Coming into 2020, the US economy was firing on all cylinders, with the unemployment rate under 4%, 4th quarter 2019 GDP growth at 2.1%, and the number of Americans filing for unemployment insurance averaging 226,000 per week (a historically low figure). It’s hard to believe, but current data suggests the US economy is likely to […]

Managing through the COVID-19 Bear Market

Since our March 9th note, the S&P 500 officially entered bear market territory, down more than 20% from its all-time high on February 19th[1] (a bear market is commonly defined as a decline of at least 20%). Due to the speed of the decline (22 calendar days) and the rapidly evolving nature of the COVID-19 […]

Market Update: Coronavirus and Oil Prices

In the few days since our recent note on the Coronavirus situation, the headlines and corresponding market volatility have notably worsened. Obviously, the actions being taken to contain the virus are likely to take a measurable economic toll. The disruption of global supply chains and changes in consumer behavior raise the odds of a global […]

Market Declines Regarding Coronavirus

Dear Clients and Friends, We know this past week has been concerning for all investors so we wanted to communicate with you as quickly and efficiently as possible what our thoughts are about the recent market declines.  The well-documented spread of the coronavirus  (COVID- 19) outside of China has triggered widespread selling across the global […]

CEO Pete Robbins speaks to CBS13 about the stock market

PORTLAND (WGME) – With a tough week on Wall Street, CBS 13 wanted to know what it means for you and your money. The fear surrounding coronavirus is causing some investors to panic, and we’re seeing that with this stunning sell off. Investment advisers and business analysts told us the best advice for most people […]

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.

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