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.

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.

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.

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?

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.

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.

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.

In uncertain times, purpose is what keeps you anchored but almost paradoxically it’s also what keeps you faster, nimble and agile. What is the formula for success for EY Entrepreneur of the Year® Award winners?