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Posts you may be interested in

Posts 21 - 30 of 89 Previous 1 2 3 4 5 ...9 Next
How to prepare for the sticker shock of long-term care
6/15/18
Posted in Insight & Opinion
  • Financial Planning
  • Financial Planning
  • Financial Planning

Statistics from the U.S. Administration on Aging suggest that 70% of us will need some kind of extended care in later years. If that care is provided in a nursing home for an acute condition, a good portion of the expense will likely be covered by Medicare. If not, the burden falls on you—and it could be substantial.

Read Post
The Why of Wealth Infographic
6/11/18
Posted in Insight & Opinion
  • Financial Planning
  • Financial Planning
  • Market Commentary
  • Financial Planning

Boston Private has released an exclusive report on the emotional factors that underlie our relationship with wealth: why we pursue wealth, how wealth makes us feel, the ‘costs’ of wealth, among others.

Read Post
Looking Ahead - Q2 2018
4/16/18
Posted in Insight & Opinion
  • 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.

Read Post
The benefits of estate planning
3/26/18
Posted in
  • Financial Planning
  • Financial Planning
  • Managing Taxes
  • Trust & Estate Planning

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.

Read Post
March money madness: Hard-won wisdom from the experience of professional athletes
3/14/18
Posted in Insight & Opinion
  • Financial Planning
  • Market Commentary
  • Financial Planning

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
 
Investment Management vs. Holistic Wealth Planning
2/13/18
Posted in In the News
  • Financial Planning
  • Managing Taxes
  • Market Commentary
  • Trust & Estate Planning

While investment management is a critical component of your wealth strategy, managing your financial life goes beyond simply managing your investment portfolio.

Read Post
Tips for talking about money with your significant other
2/13/18
Posted in
  • Financial Planning
  • Financial Planning
  • Trust & Estate Planning

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.

Read Post
Me, Inc. - Tips for getting a true picture of your financial health
2/01/18
Posted in
  • Financial Planning
  • Financial Planning

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
Tax exempt and business provisions in tax reform
1/22/18
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Managing Taxes

An infographic highlighting tax exempt and business provisions in tax reform.

Read Post
Looking Ahead - Q1 2018
1/16/18
Posted in Insight & Opinion
  • Optimizing Operations
  • Economic Perspectives
  • Financial Planning
  • Market Commentary

While the 24-hour news cycle careened from one potential political crisis to the next, from North Korea, to the Affordable Care Act repeal, to Supreme Court changes, and finally to tax reform, volatility in the equity markets remained subdued, and the pace of the upward climb continued throughout 2017...

Read Post
Posts 21 - 30 of 89 Previous 1 2 3 4 5 ...9 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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