Resources

Our in-house portfolio managers regularly publish reports and data focusing on timely topics affecting the markets, the financial services industry and/or portfolio construction.

      1. Does it still make sense to own Alts?

        Given an increased interest surrounding the role of alternatives in the context of portfolio construction, it seems fitting to address the role that alternatives play in a well-diversified portfolio.

      2. Battling Recency Effect

        Since this market has yet to see a headline it didn’t like, many investors are expecting a continuation of low volatility and higher market levels into the fall and winter months.

      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.

      7. More Articles