Shannon Saccocia, Boston Private Wealth Chief Investment Strategist, provides insight on recent market activity, the impact of macro-factors on equity markets and shares specific holdings favored for 2018

Teaming up with those who help and inspire others, Boston Private and Team IMPACT form strategic partnership.

An estate plan helps you make sure that your property and assets are managed and distributed to your heirs according to your wishes. Here is an overview of 4 essential documents for proper estate planning.

A well-constructed estate plan reduces stress and legal hassles for your family. It also gives them direction if you’re incapacitated. And there are other benefits too, says Boston Private’s Gerald Baker, J.D.

While the new law simplified some tax provisions for individuals such as replacing most itemized deductions with a larger standard deduction, it made the law murkier for one of the most valuable tax benefits for small businesses — the special tax rate for businesses organized as pass-through entities.

Charlie Nilsen, Boston Private’s national director of residential lending, offers insight on the intricacies of financing a home purchase in The Wall Street Journal.

At Boston Private, we sponsor a diverse group of organizations that share many of our own values while educating and inspiring the people and communities around them. The answer is different for every organization. We took 30 minutes with Seth Rosenzweig, Executive Director of Team IMPACT, an organization that connects children facing serious and chronic illnesses to local college athletic teams, forming life-long bonds and life-changing outcomes, to learn more about his biggest influences and what has driven the organization’s success.

Boston Private analysts Nicole Coombes and Paul Fortin are “bullish” about international equities right now, the long-term benefits of global investing are even more important they say. Here’s why.

Historical performance over the past forty years has shown that domestic and international stocks have moved in cycles of alternating performance. Investing internationally helps fill in the other part of the cycle.