Among the more surprising findings of Boston Private’s recent Why of Wealth Report: Even those who appear to “have it all” in terms of financial and business success, still regret not having more family time. In fact, almost half of the people surveyed (47%) cited spending more time with family as the number one thing they would have done differently had they not devoted so much time to accumulating wealth.

For long-term investors, litigation finance can be an effective way to diversify portfolios in today’s economic climate. See how providing capital to fund legal expenses is a less competitive option than traditional equity and fixed income investments that has the potential to offer promising returns.

Many are asking if COVID-19 will threaten the global economic recovery. With trade between the U.S. and China in flux, can the increased consumer spending counter the potential impact of COVID-19 variants and how will that struggle impact the capital markets?

A significant rebound in the overall bond market was bolstered by a hawkish Federal Reserve holding its position that inflation is transitory. With short-term rates increasing and longer-terms rates declining, the major fixed income sectors have moved past one of the worst performing quarters in decades.

Searching for hidden gems well into a strong market run? If economic growth rates begin to slow, will the corresponding market pullbacks present opportunities to add to equity positions? We examine the sectors that continue to show promise following the pandemic lows of last year.

With several metrics indicating that stock valuations are currently stretched and equities may be due for a correction, we examine factors in play during the remainder of 2021 and beyond. Using two valuation approaches and assessing known risks to earnings and returns, we provide our views on equity trends in the upcoming couple of years.

In Part Two of this commentary, we continue our analysis of the factors on the horizon that may impact equity performance. Today, we’ll review possible risks and trends that are expected to emerge in the months to come.

As talk of inflation becomes more prevalent throughout the investment community and news media, many are concerned for the health of their portfolios. To help investors understand the potential impact of inflation on a diversified portfolio, Boston Private’s Emmett Maguire and Garrett Mancini demystify the characteristics of inflation and offer strategies for hedging your portfolio during the current investment climate.