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
EY, named as one of the world’s top cybersecurity consulting organizations by Cybersecurity Ventures, surveyed over 1,700 CIOs, CISOs, and other executives about their organizations’ information security practices. The result is an excellent whitepaper that offers best practices on how to sense, resist, and react to cybersecurity threats. As a sponsor of the EY Entrepreneur Of The Year New England program, EY has given us permission to share this exclusive report with our business clients.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
As every CFO and business owner will attest, steady, predictable cash flow is the fuel for running a successful, growing business. Despite its importance, study after study has found inadequate cash forecasting and management to be among the leading causes of business failure. Here’s how to avoid four common cash flow pitfalls that can pose a serious threat to your business.Read Post
Shannon Saccocia, Boston Private head of asset allocation and portfolio strategy, discusses Alan Greenspan's warning of a bond bubble.Read Post
Are you on track to meet your goals? When investors have a written financial plan, they follow it and are more confident they will reach their goals. Yet only 38% of investors have a formal, documented plan. According to a recent Gallup poll, 92% of investors follow their written financial plan, and 90% of investors with a written plan are highly confident or somewhat confident that the plan is adequately designed to help them reach their goals. Not having a written financial plan is the number one mistake investors make in financial planning. There are five more…Read Post
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