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Posts you may be interested in

Posts 51 - 60 of 63 Previous 1... 3 4 5 6 7 Next
Are You Investing Towards Your Goals?
2/20/17
Posted in
  • Financial Planning
  • Market Commentary
  • Financial Planning

Investors tend to buy high and sell low. They tend to become greedy when markets are approaching a high, and they become fearful when markets are at, or near, low points. Studies show that the more frequently investors check their portfolio performance, the more they trade, and the worse their performance becomes. In fact, investors in liquid investments (such as stocks) tend to sell quicker than investors in illiquid investments (such as real estate) because the pricing is readily available. How can you avoid falling into this trap? Should you just buy and hold? Set it and forget it?

Read Post
Getting the Grade in Personal Finance Starts With You
2/09/17
Posted in
  • Financial Planning
  • Financial Planning

We sign our kids up for afterschool sports or orchestra or the drama club because they are good activities and teach important skills: persistence, discipline, making trade-offs. They can look back after the semester and see how far their hard work and consistent practice has gotten them. Yet we don’t approach their financial education the same way, if we approach it at all.

Read Post
 
Webinar Replay: Talking to Your Children About Money
2/09/17
Posted in
  • Optimizing Operations
  • Financial Planning
  • Financial Planning
  • Market Commentary
  • Financial Planning

Our panelists discuss lessons and strategies that have enabled them to effectively engage clients’ children to nurture financial savviness with moderator, Liz Moyer, a leading financial journalist for The Wall Street Journal and The New York Times.

Read Post
No Child is too Young or too Old to Learn About Money
2/06/17
Posted in
  • Optimizing Operations
  • Financial Planning
  • Financial Planning
  • Financial Planning

How prepared are your kids to tackle lifestage financial decisions, such as buying a first home? Most parents are concerned about setting a good financial example for their kids, but fewer than half actually talk about money at home.

Read Post
Make Your Dream Home a Reality With An Equity 'Bridge'
1/16/17
Posted in
  • Optimizing Operations
  • Financial Planning
  • Market Commentary
  • Financial Planning

You love where you live. But you've always had an idea of what your perfect dream home would be. So, what if you were on a leisurely Sunday drive next weekend and unexpectedly found that your dream home just went on the market? Would you be ready to snatch it up?

Read Post
Understanding 529 College Savings Plans
1/11/17
Posted in
  • Financial Planning
  • Market Commentary
  • Managing Taxes

A 529 plan is an investment vehicle created to help pay for the rising cost of college tuition. Currently, 35 states offer 529 college savings plans or pre-paid tuition plans. Contributions to a 529 plan are considered gifts for tax purposes. These plans allow for a 2016 annual exclusion gift of up to $14,000 per year per beneficiary ($28,000 for couples filing jointly) on an after-tax basis while allowing for tax-free growth of those assets as long as the assets are used...

Read Post
What Every College Graduate Needs to Know About Financial Planning & Investing
12/20/16
Posted in
  • Financial Planning
  • Financial Planning
  • Market Commentary

It’s difficult to match the intensity and excitement of graduating from college and setting out on life’s journey. Personal finance certainly doesn’t hold a candle to it, but careful planning can help smooth the way for those just starting out after college.

Read Post
Children and Wealth: Getting The Conversation Started
12/02/16
Posted in
  • Financial Planning
  • Financial Planning
  • Market Commentary
  • Financial Planning

Building wealth over the long term takes hard work and careful planning. But wealth creators often need help to teach their children how to use money responsibly...

Read Post
Age 30-39: Discussion Guide For Financially Savvy Children
11/11/16
Posted in
  • Financial Planning
  • Financial Planning
  • Financial Planning

The discussion guide and checklist will help you start financial conversations with your children by providing practical questions to ask, topics to cover and suggested activities to follow.

Read Post
Age 22-30: Discussion Guide For Financially Savvy Children
11/10/16
Posted in
  • Financial Planning
  • Financial Planning
  • Financial Planning

The discussion guide and checklist will help you start financial conversations with your children by providing practical questions to ask, topics to cover and suggested activities to follow.

Read Post
Posts 51 - 60 of 63 Previous 1... 3 4 5 6 7 Next

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Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, a U.S. Securities and Exchange Commission Registered Investment Adviser. Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company.
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