Insights and News

Retirement Considerations for Women

It is well known that there is a gap in pay between men and women – women working full time earn roughly 77 cents for every dollar earned by men – however, it is far less commonly discussed that there is also a retirement gender gap.

The Maine Winter Sports Center

When:  Thursday, July 14, 2016     5:00 – 7:00pm Where: Ocean Gateway 14 Ocean Gateway Pier Portland, Maine Hors d’oeuvres will be served HM Payson is pleased to host a cocktail reception to showcase the important work that the Maine Winter Sports Center is doing to build a curriculum of empowerment through outdoor sport […]

White House Worries

For a printer-friendly version, click here. By HM Payson Research Department Every U.S. presidential election brings the hope for – or fear of – change. Together with the uncertainty inherent in these cycles, investor angst increases. Not surprisingly, we are hearing numerous questions from clients these days on the topic. “What do you think about […]

Is Market Volatility the Greatest Risk to Your Retirement?

For printer-friendly version, click here. By John S. Beliveau, CFA, CFP® Recent stock market volatility has returned to levels unseen in many years. As of mid-January, the stock market has experienced its second correction in the past six months (a correction being a decline of 10% or more) after going four years between previous corrections. […]

HM Payson is pleased to announce the addition of Joy Feng as a Research Analyst.

Joy joined H.M. Payson at the end of November, coming most recently from Fund Wisdom in Boston, MA as a research analyst. She graduated from the Clark University School of Management with a Master in Finance in 2015 and completed her undergraduate studies at Shanghai International Studies University in 2013. Joy is a native of […]

H.M. Payson is Pleased to Announce the Addition of Bridget Bailey

Bridget joins H.M Payson with more than 25 years in the financial services industry, the last 16 years spent as a Senior Trust Associate for the Key Private Bank Group in Portland. Prior to KeyBank she worked for Fleet Bank and also for a local law firm specializing in trust and estate law. Bridget grew […]

H.M. Payson is Pleased to Announce the Addition of Jay Flower as Portfolio Manager.

Jay joins H.M. Payson with more than 15 years in the financial services industry, most recently at Old Port Advisors where he was a Vice President and Portfolio Manager. After a stint in Boston, Jay “returned” to Maine in 2005 where he worked as a Financial Advisor with Legg Mason (now Morgan Stanley) before joining […]

H.M. Payson is pleased to announce the additions of Derek Blackburn as Director of Operations & Chief Compliance Officer and Sian O’Malley Hahn, Esq. as Trust Officer. 

Derek joins H.M. Payson with more than fifteen years of banking, trust and financial industry experience; most recently as Vice President and Director of Operations at Spinnaker Trust where he was a member of that firm’s senior leadership team. As the Director of Operations for H.M. Payson, Derek will direct, develop and administer operational strategies […]

The Return of Volatility: Threat or Opportunity?

At its closing low last Tuesday, the S&P 500 Index was 12.5% below its all-time high of 2,135 and well into what market observers consider to be ‘correction’ territory. Intra-day lows early Monday were even scarier, in an apparent wave of indiscriminate selling. Given the speed of the decline (10%+ in six trading days), the […]

Market Update

Greetings – It goes without saying that the volatility we have experienced this week is unsettling. We are in the midst of a more detailed communication on the subject, but in the meantime we wanted to let you know that we are thoughtfully assessing the situation.  The bottom line: we believe this is much more […]


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