Whether you’re buying a place where your family can gather today or a home where you can retire later — or combining both in one purchase — how do you choose a seasonal home that best meets your current and future needs? Find out what Boston Private experts say about the emotional, financial, tax, and estate planning aspects to consider.Read Post
The President and Congressional Republicans are feeling tremendous pressure to complete tax reform in 2017. During the August Congressional recess, senior staffers for the major tax reform decision makers were busy developing the contours of the reform plan, and they are farther along than most think.Read Post
EY, named as one of the world’s top cybersecurity consulting organizations by Cybersecurity Ventures, surveyed over 1,700 CIOs, CISOs, and other executives about their organizations’ information security practices. The result is an excellent whitepaper that offers best practices on how to sense, resist, and react to cybersecurity threats. As a sponsor of the EY Entrepreneur Of The Year New England program, EY has given us permission to share this exclusive report with our business clients.Read Post
Are you on track to meet your goals? When investors have a written financial plan, they follow it and are more confident they will reach their goals. Yet only 38% of investors have a formal, documented plan. According to a recent Gallup poll, 92% of investors follow their written financial plan, and 90% of investors with a written plan are highly confident or somewhat confident that the plan is adequately designed to help them reach their goals. Not having a written financial plan is the number one mistake investors make in financial planning. There are five more…Read Post
The first half or 2017 raced by, and the year has been a stellar one for investors. U.S. stocks were up =9% and international stocks even more. A more important consideration: What should we expect for the final six months of the year?Read Post
Questions about the U.S. administrations ties to Russia, challenges around the fate of the Affordable Care Act, a patch of softness in the U.S. economic data, and an uptick in volatility in market-leading technology names was still not enough to upset a sustained rally in the U.S. equity markets...Read Post
With three interest rate hikes expected for this year, it was not surprising that the Federal Open Market Committee voted to raise rates in its June meeting. More uncertain, however, are the expectations for additional hikes later this year and into 2018. The Fed...Read Post
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