There are pros and cons to contributing to an IRA, we’ve outlined the top considerations before you decide to invest.

Setting up educational gift funds will help to ensure that your loved ones have the resources they need for private school, boarding school or college.

Data is abundant and easy to access. The playing field is very level, so how is evaluating investment managers similar to sizing up baseball players?

The wealth management industry is evolving at a breakneck pace. Increased competition, the proliferation of technology and changing consumer preferences are propelling the industry to a new age.

Investment technology has facilitated comprehensive advisory relationships tailored to the specific and often complex needs of affluent families.

If your work or investments provided you with concentrated stock positions, Boston Private can help you develop and manage a plan that meets your unique needs.

Among the more surprising findings of Boston Private’s recent Why of Wealth Report: Even those who appear to “have it all” in terms of financial and business success, still regret not having more family time. In fact, almost half of the people surveyed (47%) cited spending more time with family as the number one thing they would have done differently had they not devoted so much time to accumulating wealth.

As a savvy consumer of financial services, it’s important to understand how your assets are safeguarded.

Caring for someone with special needs can be physically, emotionally, and financially challenging. A Special Needs Trust administered by a trustee with experience, can relieve some of your stress, assure the financial well-being of your loved one, and preserve family harmony.

A quick update from Washington regarding the retirement legislation called the SECURE Act, The Setting Every Community Up for Retirement Enhancement Act of 2019.