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You have worked long and hard, built a successful business and have started to think about enjoying the fruits of your labor. You may be asking yourself, now what?
Read PostAfter spending years traveling around the world for a large corporation, Renaud Megard was looking for more balance between his family and his career. His solution? Buy a company much closer to home.
Read PostKen Wexler and his daughter Lisa are the second and third generation owners of Elaine Construction Company, founded by Ken’s parents in 1947. Wealth to them means having the opportunity to continue their family’s legacy for generations to come.
Read PostBob Jellen has spent fifty successful years in the entertainment insurance industry, but that’s not what drives him. It is his family that gives him the greatest satisfaction, and inspires him every day to make the most of life.
Read PostJeanne Pinado is on a mission: to create hope, optimism, and a new sense of vitality in the Roxbury community of Boston. What better legacy to leave behind than something everyone can share.
Read PostWashington policy expert Doug Fisher shares his insights on the latest tax reform proposal negotiations in Congress. He, along with Boston Private’s Brian Lopez and Shannon Saccocia will discuss how tax reform may affect you and your business as well as provide tax and investment planning tips.
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- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
- Managing Taxes
- Trust & Estate Planning
While you may need to quickly adjust your financial “sails” occasionally to respond to unexpected life changes, there are many other events that you can prepare for in advance to make future course corrections much easier. Here’s a review of six major life events that can alter your financial plans – plus some actions you can take now to make sure you’re prepared for the future.
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When families take the time to talk about long-term plans, it gives everyone the opportunity to make sure things are up to date. Missing or outdated beneficiary designations can steer...
Read PostRegister today and join industry experts Jack Beauregard, Founder and CEO of Successful Transition Planning Institute, a nationally recognized expert on transition planning, who along with our internal expert, Carolyn Macedo, will share proven methods that help business owners think and plan for their business and personal futures.
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Certainly, the flow of funds into passive investment vehicles is indisputable. Investors have added nearly $1.3 trillion to passive funds over the past three years, while more than a quarter trillion dollars has exited actively-managed funds over the same time period. Investors clearly have accepted the narrative that passive investment vehicles, due to their low cost structures, outperform actively-managed investment vehicles, on average.
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