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. My Daughter Thinks I Work for Some Sort of a Political Company

        If you ask my teenage daughter Jane where I work, the answer would be something like: “He works for Baystate Political Management.

      2. Timing – To DCA or Not To DCA (Is that the Real Question?)

        Is Timing Everything? The month of January tends to bring on a slew of year-end reviews for clients. It is often the case that investors like a year-end wrap up.

      3. Looking Backwards and Forwards

        It’s that time of the year again where we recap the prior year relative to our expectations and then look toward the future. While there are plenty of topics to disagree about over the last year, one thing we can probably all agree on is that it’s been remarkably fascinating.

      4. Fixed Income – Managing Risk and Interpreting Volatility

        Post-GOP Sweep Rally After President-Elect Donald Trump claimed victory on Wednesday November 9th it seems that the focus of media and news outlets has been the ensuing “stock market rally.”

      5. 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.

      6. Presidential Election – Is this time Different?

        There is no question that this coming Presidential election is the topic of conversation. Public interest in the election appears to be at an all-time high, with an estimated 84 million people tuning in for the first Presidential debate.

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