The Boston Private Investment team shares their insights on increased market volatility, economic indicators and how they are managing client portfolios now and in the near term. Boston Private Wealth Strategist, Alyssa Do, J.D., LL.M, will discuss the impact of the new Tax Cut and Jobs Act on estate planning.Read Post
We have been counselling our clients to try to ignore politics and geopolitics when they consider their investment strategy. Instead, we have said, pay attention to the fundamentals, the strong economy, and impressive corporate earnings.Read Post
A strong U.S. economy, continued global growth improvement, a concerted effort by global central banks to remain accommodative as long as possible, and a general sense of complacency about valuations in the equity markets provided the backdrop for 2017’s wins.Read Post
Washington policy expert, Doug Fisher; Sullivan & Worcester's tax law expert and partner, Amy Sheridan; and Boston Private’s Managing Director, Brian Lopez as they review the new tax cuts for pass-through entities and small businesses, including planning tips and considerations to maximize the benefits under the new law.Download iTunes Read Post
While the 24-hour news cycle careened from one potential political crisis to the next, from North Korea, to the Affordable Care Act repeal, to Supreme Court changes, and finally to tax reform, volatility in the equity markets remained subdued, and the pace of the upward climb continued throughout 2017...Read Post
As 2017 closed, it has become clear that the "animal spirits" that guide the markets can shake off natural disasters, populist uprisings, a nuclear threat, and an ongoing stream of fodder for what once would have been Presidential scandals, but now pass for business as usual in the Trump Administration...Read Post
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