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Posts you may be interested in

Posts 1 - 10 of 45 Previous 1 2 3 4 5 Next
It's All in the Presentation
8/05/19
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary

For the last year, the two headed monster of Fed policy and Chinese trade tensions have captivated the markets. As we look ahead to the remainder of the year, where's the opportunity?

Read Post
Will the Fed Keep Spiking the Punchbowl?
7/18/19
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary

The U.S. is officially in its longest expansion on record, breaking the previous record of 120 months that ended in March 2001. While it is the longest, it is also one of the weakest.

Read Post
Transferring a Business to Your Children
7/15/19
Posted in Insight & Opinion
  • Financial Planning
  • Trust & Estate Planning

How you'll handle a business transfer is a critical component of your succession and legacy planning. Without a clear and detailed strategy, you jeopardize your company's future and leave your successor vulnerable to substantial tax hits.

Read Post
The Best of Both Worlds
7/10/19
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary

2019 has given (almost) all investors a reason to smile – but can it continue?

Read Post
The Perils of Reaching for Yield
5/22/19
Posted in In the News
  • Financial Planning
  • Market Commentary

Income and cash flow in retirement planning is a crucial conversation that involves an analysis of different asset classes and a view on the economic cycle. Income is measured in terms of yield, but higher yielding asset classes often come with an elevated level of risk. Therefore, it is critical to pair yield and income needs with an assessment of volatility and client risk tolerance.

Read Post
College prep for parents: A quick checklist for the legal paperwork you and your student will need this fall
5/14/19
Posted in Insight & Opinion
  • Trust & Estate Planning

Now is the perfect time to start gathering the legal documents you and your student will need this fall. This is particularly important if your child is age 18 or older which is the “age of majority” in most states.

Read Post
Optimism Amid Trepidation
4/30/19
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary

Solid US economic data and recent positive China Purchasing Managers Index keep us optimistic US Equities will trend higher, albeit at lower annualized returns than the past decade. Within equity sectors, we are most bullish on technology and healthcare. We believe communication services, financials, and REITs are the least attractive sectors.

Read Post
Law Firm Partnerships: What the CFO Should Know
4/12/19
Posted in Insight & Opinion
  • Optimizing Operations
  • Financial Planning

An increasing number of firms are turning to a trusted local financial institution to establish a term loan arrangement to help new partners fund their investment in the firm.

Read Post
Bipartisan and Pro-Taxpayer IRS Reform Legislation Passes the House Ways and Means Committee
4/09/19
Posted in Insight & Opinion
  • Managing Taxes

Legislation Would Increase Taxpayer Protections, Require IRS Accountability to Congress, and Modernize IRS Systems

Read Post
Three ways to streamline tax preparation this year
2/19/19
Posted in
  • Managing Taxes

Whether you delegate tax preparation or do it yourself, you still need all the right documents in time to meet your filing deadline. Learn when to expect the most common forms and how to send them safely.

Read Post
Posts 1 - 10 of 45 Previous 1 2 3 4 5 Next

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Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, a U.S. Securities and Exchange Commission Registered Investment Adviser. Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company.
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