The Stock Market Is Risky. Here’s What You Can Do About It.

Barron’s, April 21st 2019 – The stock market is risky—even when it is going in the right direction. At any moment, something can happen that sends stocks tumbling. Investors were reminded of that during the fourth quarter of 2018, when the Dow Jones...
BCM 3Q19 Market Commentary: Blinking Yellow Lights

Anatomy of a Bear Market

By:David M. Haviland What does a typical Bear market look like? How long do they last? When are the majority of the losses incurred? Most investors believe that the losses occur fairly evenly throughout the Bear. Based on the past, with one notable exception, nothing...

Baystate Business: Hub Week, GE and Sox-Yankees (Radio)

Bloomberg, October 9th 2018 – On the Monday, October 8 edition of Bloomberg Baystate Business we spoke with Linda Henry of the Boston Globe about Hub Week. Dave Haviland of Beaumont Capital Management talked about the markets. Bloomberg News reporter Elizabeth...

Shake Up

Bloomberg, September 21st,  2018 – ETF investors have ridden tech stocks to outsized returns during the record bull market in U.S. equities. But a major shakeup coming next week to the indexes some of the biggest funds track could leave fans cheering for a team they...

Shake Up

The Wall Street Journal, September 20th,  2018 – Facebook, Twitter, and Google are exiting the tech sector of the S&P 500, a shift that promises to make Friday a busy trading day as 23 companies valued at a combined $2.7 trillion are reclassified. The...

Mid-Year ETF Portfolio Positioning

ETF.com, July 13th 2018 – Midyear outlooks are popping up everywhere with big-name investors and market experts sharing their views on what’s in store for the remainder of the year. In the ETF space, ETF strategists are also busy adjusting allocations and making...

The Upshot of a North Korea Building Boom

Chief Investment Officer Magazine, May 8th 2018 – There’s plenty to fear about the upcoming summit between US President Donald Trump and North Korean leader Kim Jung-un—and rightly so given the potential for calamity. But if there’s a successful summit meeting, there...

Potential Trade War Worries Advisors

ETF.com, April 9th, 2018 – Recently we asked five influential advisors the same two questions: What about today’s market concerns you, and what are your expectations for the rest of 2018? All five had the same answer: The prospect of a trade war between the...

Quick Guide To Common Financial Terms

ETF.com, April 6th, 2018 – April is Financial Literacy Month, and for good reason. We all know the costs of lack of financial preparedness, especially as our country ages into retirement. Perhaps the first step to financial literacy is understanding commonly used...

Global stocks bounce on report of U.S-China trade talks

Reuters, March 28th 2018 – Stocks rose almost everywhere on Monday, reflecting optimism that the United States and China are set to begin negotiations on trade. MSCI’s world equity index, which tracks shares in 47 countries, rose 1.53 percent after touching its level...

Commodities Are Back

ETF Advisor, January 31st 2018 – Perhaps it’s not a stretch to equate investment manager Jeffrey Gundlach to a latter-day E.F. Hutton … i.e., when Gundlach talks, people listen. Given the number of prescient calls he has made in recent years, it undoubtedly piqued the...

Taking a TDF tactical – really tactical

BenefitsPRO, January 23rd 2018 – In September of 2009, analysts at Morningstar published a research paper on the target-date fund market as the global economy began clawing from the ashes of the financial crisis. “There is no sugarcoating the disappointing performance...

Are You Walking into a TDF trap?

InvestmentNews, January 22nd 2018 – Few investment products currently garner more attention than target date funds. Launched 30 years ago, TDFs are the most common qualified default investment alternative used in 401(k)s today, and they claim a sizable portion of the...

5 Long-Term Investing Opportunities You Can Bet on Now

Money Magazine, January 4th 2018 – In 1751, Benjamin Franklin wrote the 18th-century equivalent of a listicle. His essay “Observations Concerning the Increase of Mankind, Peopling of Countries, etc.” outlined two dozen ways in which marriages, births,...

Are Target Date Funds Missing the Mark?

401K Specialist Magazine, December 1st 2017 – Without a doubt, target date funds are headed (sharply) north. Target date mutual fund assets grew almost 5 percent in the second quarter, topping $1 trillion at the end of June, according to the Investment Company...

Two mutual funds sub-advised by BCM receive 5-star rating

Two mutual funds sub-advised by BCM, the Cavalier Tactical Rotation Fund and the Cavalier Global Opportunities Fund, recently received a 5-star rating from Morningstar.  Learn more about these funds, which implement BCM’s ETF-based growth strategies, here.*

S&P May Disconnect Telecom Sector Index

ETF.com, May 23rd, 2017 – No Clear-Cut Path Forward. But the path to reorganizing the index is not so clear cut for S&P Global and MSCI, which together manage the Global Industry Classification Standard industry taxonomy for indexes. MSCI declined to...

International Equities: Is It Time?

ETF Trends, May 11th, 2017 – Russia invades Crimea. China builds island bases in the South China Sea. North Korea launches ICBMs and tests its first nuclear weapons. Grexit. Brexit. South Korean Presidential corruption and impeachment.  Venezuelan economic...

How To Pick A Sector ETF

ETF.com, March 15, 2017 – Sector investing is popular, and we’ve been hearing a lot about sector rotation opportunities in the face of changing correlations since President Trump’s victory last year. But as an investor, how do you know when it’s time to get in...

Benefits industry snapshot, mid-January 2017

BenefitsPro, January 27th 2017 – It’s been a brutal week in the U.S. — cold and barren out here in the west. Small birds look for feeders; the larger birds seek ways to leave. The creek has swollen rather than receded as we thought it would.

5 Views On Tax Loss Harvesting

ETF.com, December 20, 2016 – Tax-loss harvesting is a popular idea this time of year. You can sell securities that have lost value in your portfolio this year to offset any taxes you might have incurred on capital gains from securities that performed well.

Why 2017 May Call For Tactical Asset Management

ETF.com, December 16, 2016 – There are reasons to be optimistic about 2017, and reasons to be extremely cautious, says David Haviland, managing partner and portfolio manager of Beaumont Capital Management, based in Needham, Massachusetts. Here, he shares his...

Investment Products and Service Launches

PlanAdviser, October 20th, 2016 – Beaumont Capital Management (BCM), a provider of ETF-based solutions, has launched its BCM Paradigm Series of smart beta funds.The offering includes the BCM Paradigm Tactical Fixed Income fund and the BCM Paradigm Tactical...

O’Leary On O’Shares

ETF Advisor, October 19, 2016 –  Kevin O’Leary was hanging out in front of the New York Stock Exchange on a sultry August morning—and people noticed. Then again, it was hard not to notice that his face was featured on a large banner that hung across the...

Is the Barclays Agg Index Baloney?

Financial Advisor, October 10, 2016 – Is it time to sack the “Agg?” The Barclays Capital Aggregate Bond Index, or Agg, has long been considered the best barometer of the U.S. bond market — but it may no longer be relevant, according to some fixed income...

Smoothing The Path for ETF Investors

ETF.com, June 20, 2016 – Beaumont Capital Management (BCM) is an all-ETF offshoot of Beaumont Financial Partners, a firm that’s been around for more than 30 years, offering comprehensive wealth management—including tax preparation, financial planning and...

2016 401(k) Summit: A Bear Market for Bonds

401K Specialist, April, 18, 2016 – “The Barclay’s Aggregate Bond Index came out in 1986 and was backdated for about 10-years,” Dave Haviland plainly states at the 401(k) Summit in Nashville Monday. “Interest rates peaked back in 1981 and have been falling ever...

Envestnet Shakes Up SMA Manager List

FundFire, March 18, 2016 – Envestnet has shaken up the list of approved separately managed account (SMA) managers featured on its platform. The firm recently culled 14 SMA strategies from the approved list and added 43 others as part of its routine process of...

How to Crack the ETF Nut in 401(k)s

401K Specialist, February 17, 2015 – Using ETFs as a diversifier in collective investment trusts appears to be the answer, one of which Beaumont Capital Management is taking advantage. According to the company, the BCM retirement products “address the need for a...

Beaumont Capital reveals a defensive TDF alternative; S&P Dow Jones Indices adds retirement income indexes; Northern Trust Asset Management reveals its next generation of target-date funds.

PlanAdviser, January 29, 2016 by John Manganaro – The premise of our new retirement products is to offer portfolios that are low cost, have active management, are defensively oriented and meet the needs of investors regardless of where they are in their life...

How the Pros use Global Sector ETFs

ETF Trends, September 24, 2014 – When it comes to sector funds, U.S. focused offerings, such as the Health Care Select Sector SPDR (NYSEArca: XLV) and theTechnology Select Sector SPDR (NYSEArca: XLK), have a tendency to overshadow their global and international...

Checking Up on Fidelity’s New ETFs

Barron’s, August 2, 2014 – No one can dispute the new ETFs have been a success. In less than a year, they’ve gathered $1.2 billion in assets. That’s one of the most successful launches since Pimco opened an ETF version of Bill Gross’s...