Having female representation on our board of directors is a priority at Boston Private. The Boston Business Journal recently published a list of Massachusetts-based companies with the highest percentage of women on their boards, based on The Boston Club’s annual census, and we’re pleased to rank among the top.

Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.

After more than 20 years with our company, Boston Private President George Schwartz retires at the end of November.

The midterm election results of 2018 look a lot like 2011. With the change in power Doug Fisher, Washington Expert covers what we can expect looking ahead to 2019.

Eleven ways to help reduce your taxes now and in the future. Prior to the December 31 deadline, consider reviewing these options with your financial and tax advisors.

We couldn’t be more thankful to have had a dynamic leader like Clay at the helm for the past eight years. At the end of November Clay will retire as we welcome his successor Anthony DeChellis. We sat down with Clay and asked a few questions as he reflects on his time as CEO.

The Tax Cuts and Jobs Act of 2017 includes a provision encouraging private sector investment in certain lower-income communities designated by the U.S. Treasury Department as “qualified opportunity zones”.

Check out CIO Shannon Saccocia on CNBC’S HalfTime Report discussing the impact of the FANG sell-off and how investors have been reacting.

In a quarter where a “risk-on” mentality generally prevailed, the third quarter saw U.S. stocks gain, Treasury yields rise, and credit spreads tighten. For their part, U.S. Treasury investors looked past threats of tariffs and trade wars to an economy that is still strong by all accounts.