Wealth Management Personalized

Baystate Wealth Management specializes in creating and managing customized portfolios for discerning clients who are looking for personalized wealth management services from experienced people they can trust. By combining our high-touch approach with our diversified portfolios, we are able to provide appropriate risk-adjusted returns over several market cycles.

Newest Resources
  1. ETF's 25th Anniversary

    This January marks the 25th anniversary of the first ever Exchange Trade Fund (ETF) - the SPDRs S&P 500 - bearing the ticker symbol SPY. While index funds in the mutual fund wrapper have been around since 1975, the ETF is relatively new, though not as new as some might think. Much has changed since the first ETF began trading, and there is no question that the investment vehicle has become very popular with both institutions and individual investors.

  2. ETF's : Facts & Fantasies

    In writing these monthly reports, we do our best to assist our readers in keeping up with the fast paced investment world. Recently our reports have focused on the fixed income markets and how interest rates were quickly adjusting to a world with more growth and potentially less Federal Reserve intervention. This month we are turning our focus to Exchange Traded Funds (ETFs), given that these investment vehicles are gaining more popularity by the day. Surprising to many investors, 2013 marks 20 years of ETFs and below we have laid out some of the facts and fantasies of the popular investment vehicle.

  3. It's tempting....but don't do it.

    For those who may not be paying attention, stock markets across the globe have been doing well recently. On a year-to-date (YTD) basis, stocks (as measured by the All Country World Index (MSCI ACWI)), have returned over 20%. Even emerging market equities, which have generally lagged developed markets over the last 5 years, are up about 30% for the year. Since the market “bottomed” in February 2016, the broader indices are up about 50%, including dividends.