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. January 2017 PM Report

      2. December 2016 Manager's Report

        Fixed Income: Managing Risk and Interpreting Volatility
        JOSHUA PIERCE, CAIA, CFP
        After President-Elect Donald Trump claimed victory on Wednesday, November 9th it seems that the focus of the media and news...

      3. October 2016 Manager's Report

        Presidential Elections- Is this Time Different?
        JOSHUA PIERCE, CAIA, CFP
        There is no question that this coming presidential election is THE topic of conversation. Public interest in the election appears to be at and all-time high...

      4. August 2016 Manager's Report

        The NFL is Back
        JOSHUA PIERCE, CAIA, CFP
        It is August, the heart of the "dog days" of summer. Here in the Northeast, we have had avery hot summer, with one of the longest heat waves in modern history...

      5. July 2016 Manager's Report

        In the Wake of Brexit
        JOHN COGSWELL, CFP
        This month we thought it would be helpful to review the widely discussed and analyzed "Brexit." Just a few weeks ago, on June 23rd the UK held a referendum to determine...

      6. June 2016 Manager's Report

        The Election Year"
        JOSHUA PIERCE, CAIA, CFP
        Almost halfway through 2016 and markets have been on a wild ride to say the least. While most, if not all, major asset classes are in positive territory...

      7. More Articles