Our Head of Wealth Advisory David Murphy makes the case for 'emotional intelligence' and explains how our Why of Wealth survey proves the point.

Kathleen Kenealy, managing director and senior wealth advisor at Boston Private, shares her insight into how individuals can be smart when it comes to giving money to charities and causes they care about.

U.S. stocks look set to continue trending higher for the rest of the year, according to Shannon Saccocia, chief investment officer at Boston Private Wealth.

If you own real estate—perhaps a vacation home or income property that has increased substantially in value over the years—and you want to keep it in the family, there are a number of planning strategies you can use to help minimize the estate and gift tax consequences of the transfer.

Tax Reform 2.0 is an attempt to give House Republicans something to offer voters on the campaign trail in October as they eye a political wave approaching in November that is likely to oust them from power.

With “open enrollment” for Medicare now in full swing (from October 15th through December 7th), it’s time for people already with Medicare benefits to review their coverage and switch plans if they want different options — or more savings.

Esther Schlorholtz and Sarah Lamitie were honored with the Nancy Nye Memorial Award by the Women’s Institute for Housing and Economic Development.

What stocks hold up well for a potential bear market? Check out what our senior portfolio manager, Nancy Perez has to say.

Our CIO Shannon Saccocia offers insight into the state of the markets and the probability of another rate hike.

Our own Shannon Saccocia was just featured in CityWire discussing investments and her career.