Posts you may be interested in
Shannon Saccocia, Chief Investment Officer at Boston Private, takes a deep dive into how you can consider balancing need with opportunity in an uncertain environment.
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COVID-19 has caused severe economic and operational disruptions to family office principals and executives across the board. Hear best practices family offices should consider to protect themselves during this time.
iTunes Read PostAnthony DeChellis, Chief Executive Officer, hosted a conversation on business continuity, the market and economic impact given the uncertainty around the spread of COVID-19, and the actions the U.S. government is taking to stimulate fiscal and monetary conditions. He was joined by Shannon Saccocia, Boston Private Chief Investment Officer and Doug Fisher, Washington Strategist.
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As with all income tax motivated strategies, every individual situation is unique and presents a variety of factors to determine the best course of action.
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The size and scope of this relief bill is unprecedented, in total, the three COVID-19 response bills exceed the federal government’s discretionary spending budget in a typical year. We review the details and impact to you and your business.
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Noted author and family office expert, Edward V. Marshall, outlines why the COVID-19 pandemic puts family offices at increased cyber and financial risk. He provides seven practical steps that principals and executives can take to mitigate risk and position their family office for success after this crisis has passed.
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What could possibly happen next? With the impact of the spread of the coronavirus leaving an unprecedented amount of uncertainty, Shannon Saccocia, Chief Investment Officer at Boston Private, reviews three factors that could potentially lay the foundation for economic and equity market improvement in the U.S. Listen now to hear our view.
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As we conduct more and more of our daily activities online, it's essential to have a plan in place to access your digital assets in case you're not around.
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This passage requires most small- and medium-sized size businesses to provide temporary paid family medical leave and sick pay. We provide a brief analysis of the latest legislation.
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Shannon Saccocia, Chief Investment Officer at Boston Private, provides an in-depth look at the macroeconomic indicators our investment team are monitoring as the coronavirus spreads throughout the US and the economic impact just begins. She’ll also dive into what defines a true recession and how will we know when we are there? Listen now to hear our view.
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