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 : Facts & Fantasies

    In the face of ongoing concerns associated with rising interest rates, Fed intervention and the geopolitical risks surrounding the horrible events playing out in Syria, investors saw virtually all markets lose ground in August. As laid out below, only one sector of the major markets was positive last month, and that was commodities. Unfortunately, the strength in commodity prices was driven in large part by the uncertainty caused by the civil unrest and geopolitical concerns out of the Middle East, namely Syria

  2. 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.

  3. Volatility

    Volatility in the stock market has seemingly vanished. When considering that there have been only 4 days where the S&P 500 has fallen by 1% or more so far this year, it feels like the only inherent risk when investing in stocks, is the risk of not being invested. By way of reference, the S&P 500 fell by 1% or more on 22 days in 2016. The last bouts of volatility were not that long ago, when investors were contemplating the risk around the flash crash of August 2015, the Brexit vote, falling oil prices and the presidential election.