We're in the final stage of tax reform following the Senate's passage of its bill. Washington policy expert Doug Fisher explains the complicated and most critical next step in the process to final passage of tax reform. As the House and Senate bills shape up, Doug offers an important planning consideration related to your business.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
Over the course of his career, a busy senior executive has accumulated a concentrated stock position as part of his compensation. With retirement approaching, he is beginning to worry about the risk associated with a concentration in one security and how he might generate income during his retirement.Read Post
The Fed remains active, raising interest rates again in March following the December hike. As investors look to align the Fed’s rather dovish comments with a humming economy, it appears that, provided the Fed follows its expected path of three total interest rate hikes in 2017, investors are willing to accept higher rates. Equity market investors have experienced low volatility thus far in 2017, although market leadership has shifted somewhat. This shift perhaps reflects an acknowledgment that a foundation of strengthening global economic conditions deserves greater attention than U.S. fiscal stimulus.Read Post
Boston Private announces that Mark Shang has joined the firm as the West Coast Leader of its Private Partnership practice.Read Post
It’s Tax Season. A time for hunkering down and pulling together all the information that you and your tax professional need to get your state and federal income taxes filed on time and in good order.Read Post
“Early to bed and early to rise makes a man healthy wealthy and wise.” In 1739, “Poor Richard” published this simple axiom in his annual Almanac to remind readers about the vital role that good health habits played in building wealth. In the two centuries since then, a host of research studies have confirmed what “Richard” and the rest of us have suspected...Read Post
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