The challenge for investors, and for us as advisors, is to balance the need for a long term, goals-based perspective and approach with the reality that markets are constantly moving and adjusting, creating new risk/reward tradeoffs, and frankly, challenges for us in meeting those objectives.

As we move into the final quarter of 2018, the landscape is dotted with both opportunities and challenges, created by a combination of Federal Reserve policy, the Trump Administration, and frankly, time.

Business owners in the real estate industry should be pleased with new tax regulations interpreting the Tax Cuts and Jobs Act.

As investors, we are bombarded with information to digest, evaluate, and synthesize into coherent and actionable conclusions.

One of the most challenging aspects of evaluating opportunities at this point in the market cycle is the tendency of the market to be rather binary in its assessments.

Boston Private today released the "Why of Wealth", a comprehensive survey unveiling the psychological factors playing into how Americans interact with their wealth. This new report aims to unearth the emotional relationship we have with our finances: why we pursue wealth, how wealth makes us feel, what are the ‘costs’ of wealth, among others.

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.