The long-awaited tax plan is out. Thought you might be interested in this update from Washington policy expert Doug Fisher. He shares his insights on the "Tax Cuts and Jobs Act” and how they may affect individual, corporate, small businesses and retirement plans.

Tom Anderson, chief investment officer at Boston Private, provides commentary on the record highs of the markets.

As a native New Englander, I am well acquainted with the changing seasons. The term “seasonality” only crossed my radar, however, when I entered the investment business. Seasonality refers to historical patterns in stock market returns...

Threats of a nuclear conflict between the U.S. and North Korea, increased tensions between right and left here at home, a stalled Trump Administration agenda, and a spate of major hurricanes would in a typical environment likely lend to a pullback in risk assets and a flight to quality.

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...

Shannon Saccocia, Boston Private Wealth head of asset allocation and portfolio strategy, discuss whether stocks are overvalued or fairly priced.

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.

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.