As expected, at its September meeting, the Federal Open Market Committee (FOMC) acknowledged that it would begin the process of shrinking its balance sheet by stepping down the pace of reinvestment of maturing bonds...Read Post
The third quarter of 2017 presented many of the same issues experienced in the first half of 2017. Continued inaction by Congress on a replacement for — or repeal of — Obamacare, escalating tensions with North Korea, and more changes in the leadership team of the Trump Administration...Read Post
Republican tax writers released their framework for tax reform on Sept. 27. The plan provides the broad contours of a reform package while allowing Congress to work its will and fill in most of the details, including tax revenue offsets for the cost of specified tax cuts.Read Post
As we enter the final months of the year, now is the time to take a look at your investment portfolio with an eye to strategic tax-loss harvesting, which can help reduce your taxes on realized capital gains in 2017. It’s also a perfect opportunity to revisit your portfolio’s asset allocation to determine if there are asset classes that have grown significantly larger than planned and need trimming to stay on track toward your goals.Read Post
Washington 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.Read Post
The President and Congressional Republicans are feeling tremendous pressure to complete tax reform in 2017. During the August Congressional recess, senior staffers for the major tax reform decision makers were busy developing the contours of the reform plan, and they are farther along than most think.Read Post
Whether you have a child beginning elementary school, entering high school or heading back to college, now is an ideal time to engage them in conversations about money. From back to school supplies to new shoes or dorm items, they are actively shopping with you for items they care about. As you pull out your wallet, take a few minutes to revisit some common sense saving and spending tips that will inspire them to think about what they are buying.Read Post
You are leaving the Boston Private website. By clicking "Continue" below, you will enter a website created, operated, and maintained by a private business or organization. Boston Private provides this link as a service to our website visitors. We are not responsible for the content, views, or privacy policies of this site. We take no responsibility for any products or services offered by this site, nor do we endorse or sponsor the information it contains.