BCM 1Q 18 Market Commentary
By David M. Haviland, Beaumont Capital Management We have said it before, and we will say it again. 2017 was an anomaly. Now…
Author David Haviland, Beaumont Capital Management
How to Properly Select and Evaluate an Investment Manager
By David M. Haviland, Beaumont Capital Management Like clients, every advisor has a different level of knowledge of the due diligence process. Oftentimes…
Are You Walking Into a TDF Trap?
By David M. Haviland, Beaumont Capital Management Few investment products currently garner more attention than target date funds. Launched 30 years ago, TDFs…
Isn’t the Consumer Staples Sector Defensive?
By Denis Rezendes, Beaumont Capital Management In the past, the Consumer Staples sector has had a reputation for providing investors with the…
Policy Mistakes and their Economic Consequences
Now the Fed is Tapering QE… What Could Possibly Go Wrong? By David Haviland, Beaumont Capital Management The U.S. Federal Reserve Bank’s (Fed)…
Does Risk Outweigh Reward? A Closer Look at Emerging Market, High Yield Debt
By Beaumont Capital Management For those who have owned high yield bonds and/or emerging market bonds in their portfolios over the last several…
Federal Debt Ceiling Looms Large… What it Means for Washington, Wall Street, Main Street
By David Haviland, Beaumont Capital Management Regardless of your political views, Washington is spending money at a pace usually “reserved” for times of…
Perhaps Smart Beta, By Itself, Is Not So Smart
By David Haviland, Beaumont Capital Management This is a great chart from State Street Global Advisors showing how the 6 most common factors,…
4 Simple Charts on Why You Should Consider International Exposure
By David Haviland, Beaumont Capital Management Today, our world shares a global economy. While the United States still has the largest economy with…
International Equities: Is It Time?
By David Haviland, Beaumont Capital Management Russia invades Crimea. China builds island bases in the South China Sea. North Korea launches ICBMs and…
Back to the Future: Fed Normalization & What it Means for You
By David Haviland, Beaumont Capital Management On March 10,, we wrote about the size and makeup of the Fed’s balance sheet and our…
2017: State of the Bond Markets
By David Haviland, Beaumont Capital Management Since 2009, bond purchases by the Fed have driven rates to historic lows. The money supply has…
Emotions Should Have No Place in Investing…
…But they do! The investment industry often fails to remember that people invest their money to grow and that their investments become…
Questions a Fiduciary Must Be Able to Answer About Their Target Date Funds
In February of 2013 the U.S. Department of Labor (DOL) issued a Fact Sheet titled Target Date Retirement Funds – Tips for…