The film Sound of Metal, when released in 2020, won rave reviews from audiences as well as critics. Read how the Boston Private team was honored to play a small part in the successful production of the feature.

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.

On the heels of our 2018 findings, the 2021 WHY of Wealth® Survey digs into the evolving priorities, perceptions and beliefs that define our relationship with wealth. We examine the influence one’s age and profession have on wealth perception as well as the significant change in attitudes brought about by the COVID-19 pandemic.

Learning how to prepare for a disaster gives you greater control over the unknown.

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

A financial advisor outlines the key concerns people should consider before retiring overseas, such as cost of living, insurance, money, and rent vs. buy.

With “open enrollment” for Medicare now in full swing (from October 15th through December 7th), it’s time for people already with Medicare benefits to review their coverage and switch plans if they want different options — or more savings.

With short-term interest rates on the rise – up nearly 35% from one year ago – is it time to find a new place to park your cash that offers a higher rate?

While most of us know how quickly a few deep breaths can defuse a toxic situation, did you also know that this age-old advice is backed by scientific research?

As every CFO and business owner will attest, steady, predictable cash flow is the fuel for running a successful, growing business. Despite its importance, study after study has found inadequate cash forecasting and management to be among the leading causes of business failure.