Posts you may be interested in
While most of us know how quickly a few deep breaths can defuse a toxic situation, did you also know that this age-old advice is backed by scientific research?
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Most likely you have a good handle on how stocks and other equity investments work: Your stock shares represent a portion of ownership in a company and if the company prospers and the stock becomes more desirable, the value of those shares increases. If the company encounters financial trouble, your stock can lose value. Bonds and other “fixed income” securities are an entirely different type of investment.
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A quick overview of how the new Tax Act could influence your income, retirement savings, and lending decisions in the year ahead from Boston Private Managing Director and Wealth Strategist Alyssa Do, JD, LL.M.
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- Optimizing Operations
- Economic Perspectives
- Financial Planning
- Market Commentary
A strong U.S. economy, continued global growth improvement, a concerted effort by global central banks to remain accommodative as long as possible, and a general sense of complacency about valuations in the equity markets provided the backdrop for 2017’s wins.
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- Economic Perspectives
- Financial Planning
- Market Commentary
- Financial Planning
If there is one thing that all investors can agree on from the first quarter of 2018, it is that volatility in the markets is most certainly back. But what does that mean, and why is it such a critical data point for market participants?
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A well-constructed estate plan reduces stress and legal hassles for your family. It also gives them direction if you’re incapacitated. And there are other benefits too, says Boston Private’s Gerald Baker, J.D.
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When you need cash, what’s the best course of action? If you’re tempted to reach for a credit card to get the cash you need, you may want to reconsider. There may be better ways to meet your personal liquidity needs.
Read PostWhile investment management is a critical component of your wealth strategy, managing your financial life goes beyond simply managing your investment portfolio.
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Talking about money with your spouse can get stressful, even if your relationship is on solid ground. Here are some ideas to keep those conversations on the right track—and leave your “emotional baggage” behind.
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Whatever the reason you’re seeking to buy a second or permanent home in Florida, how do you choose the one that’s best for your situation? “Consider the practical and emotional value of the property—as well as its cost and location—before you take the plunge,” says Charles Nilsen, at Boston Private.
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