Beaumont Capital Management 3Q 18 Market Commentary
By David M. Haviland, Beaumont Capital Management “These rose colored glasses That I’m looking through Show only the beauty ‘Cause they hide…
Author David Haviland, Beaumont Capital Management
A Final Call Before the Fall
By Dave Haviland, Beaumont Capital We have enjoyed the current bull market which recently surpassed the 1990-2000 technology-led bull as the longest bull…
The Impending Sector Reconfiguration to S&P 500 Index
By Dave Haviland, Portfolio Manager and Managing Partner I have spent the last several weeks travelling around the country visiting advisors and…
Tech Sector Dominance: Is there an End in Sight?
By David M. Haviland, Beaumont Capital Management I am sitting here at my desk on another nice sunny July day. With the weekend…
BCM 2Q 18 Market Commentary
By David M. Haviland, Beaumont Capital Management My son Jamie was recently hiking in New Hampshire’s Presidential Range. Upon return, he remarked how…
Learning to Fly: The Difference Between Knowledge and Wisdom
By David M. Haviland, Beaumont Capital Management These days I do a lot of travel. I’m writing this at 36,000 feet headed for…
Is Your Investment Manager Only Doing Half the Job?
Do you own or use mutual funds, passive ETFs or strategic SMA managers? If so, in all likelihood, you are paying full…
Trade, Tariffs & Tirades: A Primer on What Has the Markets in a Dither
By David M. Haviland, Beaumont Capital Management The following is an excerpt from our 1Q18 quarterly market commentary: “Another contributing factor to the market’s…
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…
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…