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Developing well-thought-out and clearly communicated plan for the distribution of tangible assets may reduce hurt feelings and confusion among loved ones.
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As a busy executive, successfully managing both your personal finances and professional responsibilities can seem like an unwieldy task. We integrate your finances, help minimize stock plan risk, develop a wealth transfer plan, can establish a 10b5-1 trading plan, and more, see how.
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The first year after losing a significant other can be overwhelming. Here are some of the key estate planning items you should consider in the first year.
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If you are weighing your education funding options, we have you covered. Kathleen Kenealy, Director of Financial Planning, provides insight on when, how and the appropriate investment considerations when saving for college costs. Listen now to her discussion with Jason Cain, Head of the Center for Wealth Planning Excellence.
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Risk markets remain on track to continue their winning ways, and yet just under the surface, China trade tensions, an impasse on Capitol Hill, rising Covid-19 cases, and an election season like no other are bubbling up.
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Although the election is months away, we provide an analysis of both candidates’ tax plans.
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Edward Marshall, Managing Director at Boston Private, is joined by three professionals who specialize in the space industry including a family office principal, a commercial space executive and a former astronaut. The discussion includes the dynamics of the commercial space industry, factors driving investment, various subsectors and how family offices are approaching the industry.
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In a low-interest rate environment, borrowing is more attractive than ever and may even offer some tax benefits.
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After seeing relief brought forth by the CARES Act and the current rapid increase of new COVID-19 cases, why is Congress hesitant to pass another aid package? Listen now as @Shannon Saccocia, Chief Investment Officer, discusses why Congress’s actions are tepid due to a rapidly approaching election season.
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Tensions rise between the U.S. and China, creating the possibility of continued disruption and diversion in areas such as technology, foreign policy, and global trade. What are some of the longer term challenges investors should consider? Listen Now as Shannon Saccocia, Chief Investment Officer, provides our analysis.
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