Category Archives: PM Reports

  1. Republicans Sweep

    Similar to the “Brexit” referendum, the pollsters, in aggregate, got it wrong. Donald J. Trump will be the next President of the United States of America. Further, his party maintained majority in both chambers of Congress.

  2. Looking Back

    Last year brought a wide variety of returns. Table 1 provides returns for some commonly followed areas of the market

  3. Surviving and Thriving in a Recession

    Lately I’ve been asked by a few investors if we think a recession is in our immediate future. I suspect the reason for the questions is some combination of the media, political tension, and the fact that it’s been a while since the last recession.

  4. Bitcoin: Interesting, Fascinating….Relevant?

    In a month where risk markets continued to rise, and did so in a relatively calm and quiet manner, it seemed that investors found themselves looking for interesting topics of discussion.

  5. Risk for People Who Don’t Like Statistics

    The genesis for this month’s topic is a telephone call with a Financial Advisor in the area. Not long ago I connected with this advisor to discuss a few clients and catch up on the markets in general.

  6. Forecasting: Art or Science?

    Weather can come with some dramatic flair; and, regardless of how common snowstorms are in the greater New England area, any threat of one tends to wreak havoc for the locals.