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2024 Winter Update

By:  Erin Barry, CEO It is hard to believe that we are over a month and a half into 2024!  One of my personal goals for the year is to keep you, our valued clients and friends, informed about our firm’s operations, goals, and philosophies.  February marks my 5th year … Continued

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“Part of success is preparation on purpose”- Jim Rohn

It’s that time of year again, a time when we turn the calendar and welcome a new year. It’s a time when we take a few moments to reflect on all that transpired over the year that just passed, and a time where we start to think about what we’d … Continued

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Perspectives 2023/2024

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The Gift of Giving: Year-End Charitable Strategies

As the end of the year draws closer and the holiday season approaches, our thoughts often turn to generosity and gratitude. Year-end giving is not only a way to spread joy and hope, but also a strategic opportunity to align your philanthropic goals with your financial well-being. Let’s explore the … Continued

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Welcome Mike and Bruce!

This month, we welcomed not one, but two, new hires to the team! Mike Maberry Mike Maberry is a new Relationship Manager in our Bangor, Maine, office. Mike came to Means after working for almost 15 years in the higher education industry, most recently at Husson University. Mike grew up … Continued

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Cybersecurity in the Age of Artificial Intelligence

It’s hard to read the news lately without hearing something about Artificial Intelligence (AI). AI, by definition, is computer technology which, when combined with ever increasing computing speed and efficiency, search engine capabilities and virtually unlimited data, enables simulated functionality commonly associated with intelligent beings. In its simplest form, artificial … Continued

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Insurance Planning

June 28th is National Insurance Awareness Day, which for most people probably ranks up there with other June holidays like National Prune Day (June 15) or National Parchment Day (also June 28). But insurance and insurance planning are an important, yet often overlooked, part of everyone’s overall financial plan. Having … Continued

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The Value of Working with a Registered Investment Advisor

When it comes to managing one’s wealth, the guidance and expertise of a registered investment advisor (RIA) can be invaluable. Here, we will outline some of the key benefits of working with an RIA: Fiduciary Duty and Client-Centric Approach Unlike certain financial professionals who may prioritize their own commissions or … Continued

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Please Join Us! Lifting the Veil on Wealth Management

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Find Means Wealth on the List of Maine-Based Registered Investment Advisers

The rating agency Mainebiz published a list of Maine-based registered investment advisors ranked by assets under management as reported by each firm for dates between December 31, 2022 and January 31, 2023.  Means Wealth Management ranks number 5 on this list.  The rating does not guarantee future performance success. Means … Continued

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Silicon Valley Bank – What Happened?

You may have seen recent news regarding the collapse of Silicon Valley Bank (SVB). In light of this event, we wanted to provide you with some information regarding the event itself and provide some information regarding the protection you have embedded within the accounts you hold at Fidelity. Silicon Valley … Continued

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SECURE Act 2.0 – What Savers Need to Know

On December 29, 2022, President Joe Biden signed into law the SECURE Act 2.0 (the 2.0 Act) as part of the $1.7 trillion, 4,155-page 2023 omnibus spending bill. The 2.0 Act is referred to as the “SECURE Act 2.0” because it builds off the original SECURE Act, which was passed … Continued

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