Posts you may be interested in
2019 has given (almost) all investors a reason to smile – but can it continue?
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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 PostJoin the Boston Private investment team on Wednesday January 16, 2019 at 3 p.m. ET as they share their insights on the macroeconomic and market outlook.
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Earnings growth slows dramatically, margin pressures build, tighter monetary policy and sector and stock selection will continue to focus on industries and companies that should perform well late in this cycle.
Read Post- Economic Perspectives
- Market Commentary
- Financial Planning
- Managing Taxes
Doug Fisher, Washington Expert, and Shannon Saccocia, Chief Investment Officer, analyze the effects of the midterm election and potential opportunities and risks impacting the economy and investors.
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In a quarter where a “risk-on” mentality generally prevailed, the third quarter saw U.S. stocks gain, Treasury yields rise, and credit spreads tighten. For their part, U.S. Treasury investors looked past threats of tariffs and trade wars to an economy that is still strong by all accounts.
Read PostJoin the Boston Private investment team on Thursday, October 18 at 3 p.m. Eastern Time as they share their insights on the macroeconomic and market outlook.
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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.
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- Optimizing Operations
- Economic Perspectives
- Financial Planning
- Market Commentary
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.
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As we entered the second half of 2018, markets appeared to be hitting an inflection point. On one hand, economic data remained robust, with the consumer fully engaged, wages growing at a modest pace, industrial production steady, and the corporate tax cut creating the opportunity for meaningful investment.
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