If your idea of the perfect bank is one that anticipates your needs, takes a holistic view of your finances, and recommends solutions based on your unique business and family situation, a private banking relationship could be the right choice for you.Read Post
Addressing the gender gap, particularly in leadership positions, is key to building a successful company. As a sponsor of EY’s Entrepreneur of the Year Award — New England, Boston Private is privileged to be able to share EY’s valuable research with our clients. This study of women worldwide examines how to create an ecosystem that supports women professionals throughout their careers and discusses critical workplace skills and how they can be developed.Read Post
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
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
2017 began on the heels of a fairly euphoric move in the U.S. markets following the election of President Trump and the expectations for a meaningful bump in growth on the back of Republican-sponsored fiscal stimulus in the form of spending packages and tax reform plans. Underlying these stimulus expectations, however, was a steady improvement in economic data beginning in August of last year, and that supported the markets through the end of the...Read Post
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