Disclaimer: Investment products such as stocks, bonds, and mutual funds may lose value and are not insured or guaranteed by Boston Private Wealth LLC, Boston Private Bank & Trust Company or any affiliates or by the Federal Deposit Insurance Corporation or any other government agency. Past performance is not indicative of future results, which may vary.


This publication is intended for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The opinions expressed and information contained in this publication are given in good faith, may be subject to change without notice, and are as of the date issued. All sourced information is believed to be reliable but has not been independently verified. This publication discusses general market activity, industry or sector trends, or other broadbased economic, market or political conditions and should not be construed as research or investment advice and does not represent a complete analysis of every material fact with respect to the economy, financial markets, interest rates, and any industry or sector mentioned in the publication.


This publication is meant to offer general information about ideas and strategies and is solely for discussion purposes, as the readiness and efficacy of any strategy are dependent upon each investor’s facts and circumstances. Please consult with your independent attorney or tax advisor for final recommendations and before changing or implementing any financial strategy. Due diligence processes seek to diminish, but cannot eliminate risk, nor do they imply low risk. Asset allocation, diversification and rebalancing do not guarantee a profit or protect against a loss in declining markets.


Investing in fixed-income securities may involve certain risks, including the credit quality of individual issuers, possible prepayments, market or economic developments and yields and share price fluctuations due to changes in interest rates. When interest rates go up, bond prices typically drop, and vice versa. There may be less information available on the financial condition of issuers of municipal securities than for public corporations. The market for municipal bonds may be less liquid than for taxable bonds. A portion of the income may be taxable. Some municipal security investors may be subject to Alternative Minimum Tax (AMT). Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.


International investing involves unique risks, including foreign taxation, foreign currency fluctuation risks, risks related with possible variances in financial standards and other risks associated with potential political, social and economic developments. Investing in emerging markets may involve greater risks than investing in more developed countries. In addition, concentration of investments in a single region may result in greater volatility.


Neither Boston Private Wealth LLC, nor its investment professionals or representatives provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their advisors.


For additional information about our fees and services please visit our website www.bostonprivate.com or call us at 1-800-422-6172. Boston Private Wealth LLC is a registered investment adviser and wholly-owned subsidiary of Boston Private Bank & Trust Company. 

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