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.

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.

Tax reform is front and center in Washington. Tax writers are expected to release details of corporate and individual tax plans in a few weeks and start House and Senate debate.

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.

Shannon Saccocia, Boston Private head of asset allocation and portfolio strategy, discusses Alan Greenspan's warning of a bond bubble.

The first half of 2017 has been marked by a sharp divide between the actions and outcomes in the U.S. markets, and the tone and tenor of...