Category Archives: PM Reports

  1. July 2017 PM Report

  2. June 2017 PM Report

  3. May 2017 Manager's Report

    Risk for People who Don't Like Statistics
    JOHN COGSWELL, CFA
    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...

  4. April 2017 PM Report

  5. March 2017 Manager's Report

    My Daughter Thinks I Work for Some Sort of Political Company
    JOSHUA PIERCE, CAIA, CFP
    If you ask my teenage daughter, Jane, where I work, the answer would be something like "he works for Baystate Political...

  6. February 2017 PM Report