The Perils of Reaching for Yield

Income and cash flow in retirement planning is a crucial conversation that involves an analysis of different asset classes and a view on the economic cycle. Income is measured in terms of yield, but higher yielding asset classes often come with an elevated level of risk. Therefore, it is critical to pair yield and income needs with an assessment of volatility and client risk tolerance.

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2018 Midterm Elections: The Song Remains the Same — as in 2011 that is.

The midterm election results of 2018 look a lot like 2011. With the change in power Doug Fisher, Washington Expert covers what we can expect looking ahead to 2019.

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March money madness: Hard-won wisdom from the experience of professional athletes

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.

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A View from Washington: Tax Reform and its Trade-Offs

With the failure of Congressional Republicans to repeal and replace the Affordable Care Act, tax reform is now thrust to the front of the line as the White House and Congressional Republicans look for their first major legislative policy win.

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Money Lessons Learned From Professional Athletes

Athletes who were once paid multi-million dollar contracts are struggling with debt and forced into bankruptcy. For most outside of the professional sports arena, it’s incomprehensible. Chris Dudley, a Senior Wealth Advisor and Director of Boston Private's Sports & Entertainment division, discusses how someone who was paid so much can lose it all so quickly.

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