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Posts you may be interested in

Posts 1 - 10 of 36 Previous 1 2 3 4 Next
Donor Advised Funds bring tax efficiency, flexibility to year-end giving
11/29/18
Posted in
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes

Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.

Read Post
Looking Ahead – Q4 2018
10/15/18
Posted in Insight & Opinion
  • Optimizing Operations
  • Economic Perspectives
  • Financial Planning
  • Market Commentary

As we move into the final quarter of 2018, the landscape is dotted with both opportunities and challenges, created by a combination of Federal Reserve policy, the Trump Administration, and frankly, time.

Read Post
Five facts to know when making your Medicare choices this fall
9/17/18
Posted in
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Trust & Estate Planning

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.

Read Post
Adjusting Your Work-Life Balance
8/21/18
Posted in Insight & Opinion
  • Financial Planning

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.

Read Post
Where’s the best place to keep your cash now that rates are rising?
7/17/18
Posted in Insight & Opinion
  • Market Commentary
  • Financial Planning

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?

Read Post
Looking Ahead – Q3 2018
7/12/18
Posted in Insight & Opinion
  • Optimizing Operations
  • Economic Perspectives
  • Financial Planning
  • Market Commentary

One of the most challenging aspects of evaluating opportunities at this point in the market cycle is the tendency of the market to be rather binary in its assessments.

Read Post
Three easy ways to beat stress and improve your focus, energy, and creativity
6/01/18
Posted in Insight & Opinion
  • Financial Planning

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?

Read Post
Looking Ahead - Q2 2018
4/16/18
Posted in Insight & Opinion
  • Optimizing Operations
  • Economic Perspectives
  • Financial Planning
  • Market Commentary

A strong U.S. economy, continued global growth improvement, a concerted effort by global central banks to remain accommodative as long as possible, and a general sense of complacency about valuations in the equity markets provided the backdrop for 2017’s wins.

Read Post
Looking Ahead - Q1 2018
1/16/18
Posted in Insight & Opinion
  • Optimizing Operations
  • Economic Perspectives
  • Financial Planning
  • Market Commentary

While the 24-hour news cycle careened from one potential political crisis to the next, from North Korea, to the Affordable Care Act repeal, to Supreme Court changes, and finally to tax reform, volatility in the equity markets remained subdued, and the pace of the upward climb continued throughout 2017...

Read Post
Final Act of the Tax Reform Play Starts This Week
12/05/17
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes

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
Posts 1 - 10 of 36 Previous 1 2 3 4 Next

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Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, a U.S. Securities and Exchange Commission Registered Investment Adviser. Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company.
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