While we’re seeing evidence of economic rebound, what could dampen optimism this earnings season? This week’s CIO podcast covers three factors Shannon is watching. Listen now.

Growth stocks have outperformed since the global financial crisis. Will this dynamic persist or will there be a rotation to value? Listen now as Shannon Saccocia, Chief Investment Officer, provides our analysis.

Is Facebook acting responsibly? SRI, ESG and Impact Investing - all ways in which Investors are increasingly looking for vehicles to invest responsibly and in a way that aligns with their values. Performing well by doing good is gaining popularity with investors. Shannon Saccocia weighs the social media landscape against socially responsible investing opportunities.

Listen to our discussion with the founders of The Chertoff Group, Former United States Secretary of Homeland Security Michael Chertoff and Chad Sweet, Former Chief of Staff of the Department of Homeland Security.

Edward Marshall, Managing Director at Boston Private, is joined by three different family office principals, Sam Bonsey, Justin Rockefeller and Liesel Pritzker Simmons, who discuss their unique insights as investors and pioneers in the impact investing space. Their conversation includes trends for family offices, the state of impact investing during COVID-19 and best practices for family offices looking to start or deepen their impact investing activities.

This week Shannon covers three reasons why now is the best time to review your portfolio and long-term goals. While volatility can drive emotions when the dust settles, were those in the moment decisions beneficial? Maintaining discipline can avoid costly mistakes. Listen now.

In this week’s Family Office Connections podcast, we discuss fee intelligence including how it works and how family offices are driving value and potentially saving money from these evaluations. Listen now.