Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.

After more than 20 years with our company, Boston Private President George Schwartz retires at the end of November.

We couldn’t be more thankful to have had a dynamic leader like Clay at the helm for the past eight years. At the end of November Clay will retire as we welcome his successor Anthony DeChellis. We sat down with Clay and asked a few questions as he reflects on his time as CEO.

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.

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.

We took a few minutes with Adam Romanow, founder and president of Castle Island Brewing, to learn what lessons this small business owner has from the world of craft brewing.

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.

Joy McCune has been named Chief Human Resources Officer. Ms. McCune will be succeeding Martha Higgins to lead Human Resources as a member of the Boston Private management team.

With short-term interest rates on the rise – up nearly 35% from one year ago – is it time to find a new place to park your cash that offers a higher rate?