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How to React to Market Volatility

Those who have been investing for decades know that the market is cyclical.  We move from bull market to bear market and back again, often at different intervals but always between the two.  The bull periods can be fun and exciting.  The bear periods can be uncomfortable. As of this … Continued

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Starting the New Year with a Focus on Financial Fitness

Every year, millions of people ring in the New Year by making resolutions and establishing goals.  You know the common ones:  exercise more, eat less junk food, spend more time with family, learn a new skill, and so on.  Setting your goals and ensuring your daily habits align with those … Continued

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Perspectives 2021/2022

Check out or 2021/2022 Perspectives!

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8 Items to Consider Prior to Year-End

With the holiday season and end of year almost upon us, many are finding their “to-do” list is quickly growing.  Here are 8 items we want to ensure are on your end-of-year checklist: Maximize your retirement contributions. If you are eligible to participate in a 401(k), 403(b), or 457 plan, … Continued

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Press Release

Means Wealth Management Announces New Leadership Means Wealth Management, a family-owned wealth management and retirement planning firm established in 1935, serving clients nationwide from its offices in Maine and South Carolina, announced the following changes in leadership: Paul B. Means, Chairman (formerly President), Zachary P. Means, President (formerly CEO) and … Continued

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Exciting Changes at Means

I hope this note finds you and your family well. I have exciting news to share with you regarding changes at our firm. Over the last few years, thanks to our wonderful clients, friends, and employees, our firm has grown immensely. When I started at the firm in late 2009, … Continued

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How to Approach the Proposed Tax Changes

It is hard to believe that the days are already growing shorter.  Before we know it, the end of the year will be upon us, which means tax planning season is just around the corner.  At present, there is much uncertainty surrounding the upcoming tax season.  Earlier this year the … Continued

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Investing in an Inflationary Environment

Most of us notice the rising cost of our grocery bills. We pay more for gas. Anyone undertaking a building project sees that the price of building materials soared. These rising costs lead many to ask, “Is this inflation?” What should I do? Let’s start with a quick primer on … Continued

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News at Means

Pictured Left to Right: John Dudley, David Cust, Paul Means, Susan Dietz, Wendy Porter, and Zach Means The month of May has been a refreshing month here at Means, with much to celebrate. Not only have we had the pleasure of enjoying the joys of spring with the warmer weather, … Continued

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Estate Planning 101

By:  Sarah Ranger and Rachel Trafton, Maine Elder Law Firm As you know, we strongly believe in the importance of estate planning. This month we wanted to share with you some key estate planning information. We hope you enjoy this article, which was provided to us by Sarah Ranger and … Continued

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Important Changes to 2021 IRS Deadlines

Earlier in March, the IRS announced a 2020 federal income tax filing deadline extension for individuals to May 17, 2021. Some states, including Maine and South Carolina, also extended their 2020 individual income tax deadline to May 17, 2021. It is important to note that the IRS did not extend … Continued

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Investing at All-Time Highs

“I have some extra cash. What should I do with it?” Or, “I don’t want to invest right now. The market is too high. A correction is coming.” As advisors, we’ve heard questions and statements like this a lot lately. With historically low interest rates, most people recognize that it … Continued

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