The Boston Private Investment team shares their insights on increased market volatility, economic indicators and how they are managing client portfolios now and in the near term. Boston Private Wealth Strategist, Alyssa Do, J.D., LL.M, will discuss the impact of the new Tax Cut and Jobs Act on estate planning.
Read Post RegisterThe 2018 Tax Cuts and Jobs Act ushered in new tax brackets and made some key changes to deductions. Here’s a quick overview of how the Tax Cuts and Jobs Act could affect you.
Read PostWe have been counselling our clients to try to ignore politics and geopolitics when they consider their investment strategy. Instead, we have said, pay attention to the fundamentals, the strong economy, and impressive corporate earnings.
Read PostAs the second longest economic expansion on record in the United States entered another year, questions around potential catalysts for greater gains arose. With economic data still solid, and the effects of the corporate tax cut not yet fully felt, the case for equities remains intact.
Read PostA 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 PostAs January began, it was clear that 2017 was going to be a tough act to follow for investors. It was a year marked by historically low volatility, essentially unchanged Treasury yields, and a straight up trajectory for equity markets, and as such, it seemed unlikely for this Goldilocks scenario to repeat itself again in 2018.
Read PostIf 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?
Read PostBoston Private analysts Nicole Coombes and Paul Fortin are “bullish” about international equities right now, the long-term benefits of global investing are even more important they say. Here’s why.
Read PostHistorical performance over the past forty years has shown that domestic and international stocks have moved in cycles of alternating performance. Investing internationally helps fill in the other part of the cycle.
Read PostEight years into the current bull market, investors are starting to wonder if U.S. stocks are expensive. Having watched Amazon (AMZN) march from $300 per share in 2015 to over $1,500 a share today, many investors wonder if it’s too late to find a bargain. Perhaps shopping in a different market is the answer.
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