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
While most professional athletes are hopeless about money matters, we can learn important lessons from their mistakes. Here are four that Chris Dudley gleaned from athletes who beat the odds.Read Post
To get a true picture of your personal financial well-being, why not view it as a business does? Use a cash flow statement and balance sheet to find the overall net worth of “Me, Inc.”Read Post
In today’s highly competitive real estate market, many buyers are finding that the only way to get the home of their dreams — and not come away as a disappointed runner-up — is to make a cash offer. Learn what’s behind the trend and how to decide if a cash offer is the right strategy for you.Read Post
Boston Private’s Chris Dudley’s experience as a professional athlete grants him a unique perspective on the issues facing high-profile individuals.Read Post
Athletes who were once paid multi-million dollar contracts are struggling with debt and forced into bankruptcy. For most outside of the professional sports arena, it’s incomprehensible. Chris Dudley, a Senior Wealth Advisor and Director of Boston Private's Sports & Entertainment division, discusses how someone who was paid so much can lose it all so quickly.Read Post
“Early to bed and early to rise makes a man healthy wealthy and wise.” In 1739, “Poor Richard” published this simple axiom in his annual Almanac to remind readers about the vital role that good health habits played in building wealth. In the two centuries since then, a host of research studies have confirmed what “Richard” and the rest of us have suspected...Read Post
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