BlogMeans Wealth Insights

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

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

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

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

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

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

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

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

By: Karen Oeser, CFA®, CFEI® Last week, the markets fell across the board, with the S&P 500 losing 2.1%, on fears that the economy might be headed into a recession. The manufacturing sector reported its fourth consecutive contraction, while the labor market demonstrated unexpected weakness, adding only 114,000 jobs, rather … Continued