Donor Advised Funds (DAFs) are easy to establish, flexible, and private—and it can relieve you from the pressure of having to make too many individual giving decisions before year end.

The House Ways and Means Committee passed its version of tax reform by a party line vote. The bill (highlighted in my last article) was amended prior to passage by Chairman Kevin Brady (R-TX) in a few areas impacting individuals and businesses...

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.

Boston Private Wealth chief investment officer Tom Anderson discusses valuations as the market charts new territory.

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

The third quarter of 2017 presented many of the same issues experienced in the first half of 2017. Continued inaction by Congress on a replacement for — or repeal of — Obamacare, escalating tensions with North Korea, and more changes in the leadership team of the Trump Administration...

With “open enrollment” for Medicare now in full swing (from October 15th through December 7th), it’s time for people already with Medicare benefits to review their coverage and switch plans if they want different options — or more savings.

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