Blog

Thank you to everyone who attended our reception Tuesday night at the Union Club in Boston! We had around 45 attendees who were treated to spectacular early evening views of the Boston Common and some thought-provoking remarks and discussion. A few of the highlights:...

Boston Portfolio Advisers is hosting a reception next Tuesday evening at the Union Club in Boston. The Oak Room overlooks the Boston Common and offers a beautiful setting for conversation, food and drink as we try to provide some perspective on the financial landscape...

After celebrating the new year by plunging over ten percent in less than three weeks, U.S. stocks have rallied sharply. At this writing, the S&P 500 Index is almost back to even for the year.  Does the recovery in share prices suggest smooth sailing ahead, or is...

The Schwab Impact conference in Boston last month gave us incredible insight into so many issues within the investment universe, but also within the US economy and our daily lives. One stock manager discussed the decline in US productivity and questioned whether we...

We spent most of last week at the annual Schwab IMPACT Conference.  This has become one of the leading (perhaps the leading) conferences in the investment industry.  It provided the opportunity to engage with many of the managers we use in client portfolios and...

The “Employment Situation Summary” from the Bureau of Labor Statistics may be the most widely scrutinized series of U.S economic data.  Unfortunately, the numbers tend to be somewhat noisy and as a result an individual report is sometimes overinterpreted.  Such may be...

Until the Federal Reserve finally begins to lift interest rates--and perhaps even a bit beyond--each Fed meeting will likely be touted as the most important in decades. Certainly this week’s meeting was. Very early in the year it appeared likely that the Fed would...

The U.S. Bureau of Labor Statistics publishes a monthly survey on changes in the job market, including openings, hires and terminations (forced or voluntary).  The chart below is from today's report and the yellow line is pretty stunning.  The number of job openings...