Washington policy expert Doug Fisher shares his insights on the latest tax reform proposal negotiations in Congress. He, along with Boston Private’s Brian Lopez and Shannon Saccocia will discuss how tax reform may affect you and your business as well as provide tax and investment planning tips.Read Post
At Boston Private, we have the opportunity to partner with many diverse and talented business owners, helping them live their lives the way they want to and achieve their goals, hopes and dreams. Every single one of them has a different reason why they work so hard to achieve so much in life. We took 30 minutes with Lisa Wexler and Ken Wexler of Elaine Construction Company, a third-generation, family owned and operated woman-certified business that delivers construction management and general contracting services to academic/institutional, corporate interiors, health care, pharmaceutical and fitness sectors. Read on to learn more about their biggest influences and what has driven their success.Read Post
At Boston Private we have to opportunity to partner with many diverse and talented business owners, helping them live their lives the way they want to and achieve their goals, hopes and dreams. Every single one of them has a different reason why they work so hard to achieve so much in life. We took 30 minutes with Renaud Megard, President and CEO of Nameplates for Industry, a global leader in high performing printed graphics solutions, to learn more about his biggest influences and what has driven the company’s success.Read Post
Entrepreneurs take pride in addressing issues head on, taking risks and making the tough calls that ultimately yield business success. But when it comes to thinking about what it takes to transition a successful enterprise, many entrepreneurs do not ask the tough questions...Read Post
With the failure of Congressional Republicans to repeal and replace the Affordable Care Act, tax reform is now thrust to the front of the line as the White House and Congressional Republicans look for their first major legislative policy win.Read Post
First quarter economic and investment results are in and they are overwhelmingly positive. So why the long faces? For many, it is the dysfunction in Washington D.C. and the fear that the other shoe is about to drop. If you are familiar with the work of Kahneman and Tversky (I recommend Michael Lewis’ The Undoing Project if not), you know that investors are not always rational in their decision-making. We look for narratives that explain past events and give us insights into future events. We look for confirmation of our biases. For many, it is illogical that the stock market is...Read Post
In the first quarter, U.S. equity markets continued the momentum from the close of 2016. Economic data remained steady, providing a foundation for greater asset gains even without progress on stimulative fiscal policy. Large cap stocks, as represented by the S&P 500 Index, outperformed small and mid cap counterparts in the quarter, perhaps a result of modest profit taking in the smaller end of the capitalization range following a strong end to 2016. Growth stocks, too, remain leaders over value stocks...Read Post
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