As Congress prepares for its August recess and looks ahead to midterm elections, a great nervousness prevails over both Republicans and Democrats on the outcome of the election.Read Post
Now that Congress has passed the Tax Cuts and Jobs Act, what’s next on the legislative agenda? Washington policy expert Doug Fisher weighs in on what we can expect depending on the results of upcoming mid-term elections.Read Post
The Boston Private Investment team shares their insights on increased market volatility, economic indicators and how they are managing client portfolios now and in the near term. Boston Private Wealth Strategist, Alyssa Do, J.D., LL.M, will discuss the impact of the new Tax Cut and Jobs Act on estate planning.Read Post
As January began, it was clear that 2017 was going to be a tough act to follow for investors. It was a year marked by historically low volatility, essentially unchanged Treasury yields, and a straight up trajectory for equity markets, and as such, it seemed unlikely for this Goldilocks scenario to repeat itself again in 2018.Read Post
Washington policy expert, Doug Fisher; Sullivan & Worcester's tax law expert and partner, Amy Sheridan; and Boston Private’s Managing Director, Brian Lopez as they review the new tax cuts for pass-through entities and small businesses, including planning tips and considerations to maximize the benefits under the new law.Download iTunes Read Post
In what seems to typify modern markets, price and yield moves that used to take several months, now happen in a matter of weeks or merely days. The start of 2018 has been characterized by volatility and another leg higher in yields.Read Post
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