The challenge for investors, and for us as advisors, is to balance the need for a long term, goals-based perspective and approach with the reality that markets are constantly moving and adjusting, creating new risk/reward tradeoffs, and frankly, challenges for us in meeting those objectives.

As we move into the final quarter of 2018, the landscape is dotted with both opportunities and challenges, created by a combination of Federal Reserve policy, the Trump Administration, and frankly, time.

By using a disciplined business cycle approach, investors can identify key phases in the economy to achieve active returns from sector allocation.

Tax Reform 2.0 is an attempt to give House Republicans something to offer voters on the campaign trail in October as they eye a political wave approaching in November that is likely to oust them from power.

Boston Private's very own CIO, Shannon Saccocia sat down with CNBC Closing Bell to share her insights on the current state of the markets.

Business owners in the real estate industry should be pleased with new tax regulations interpreting the Tax Cuts and Jobs Act.