Posts you may be interested in
In uncertain times, purpose is what keeps you anchored but almost paradoxically it’s also what keeps you faster, nimble and agile. What is the formula for success for EY Entrepreneur of the Year® Award winners?
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- 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...
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As 2017 closed, it has become clear that the "animal spirits" that guide the markets can shake off natural disasters, populist uprisings, a nuclear threat, and an ongoing stream of fodder for what once would have been Presidential scandals, but now pass for business as usual in the Trump Administration...
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Small cap stocks typically conjure up notions of high growth or new IPO opportunities, but rarely does an investor stop to consider the idea of dividends. The Boston Private investment team shares its approach to small/mid cap income.
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Threats of a nuclear conflict between the U.S. and North Korea, increased tensions between right and left here at home, a stalled Trump Administration agenda, and a spate of major hurricanes would in a typical environment likely lend to a pullback in risk assets and a flight to quality.
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- Financial Planning
- Financial Planning
- Market Commentary
- Financial Planning
Are you on track to meet your goals? When investors have a written financial plan, they follow it and are more confident they will reach their goals. Yet only 38% of investors have a formal, documented plan.
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With the failure of Congressional Republicans to repeal and replace the Affordable Care Act, tax reform is now thrust to the front of the line as the White House and Congressional Republicans look for their first major legislative policy win.
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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.
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Many U.S. based investors largely invest in domestic companies and institutions, whether through equity investments in U.S. companies, the purchase of debt issued by those same companies, or debt issued by state and federal governments. However, ignoring the myriad opportunities available outside the United States can potentially hinder performance in the long term.
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- Financial Planning
- Market Commentary
- Financial Planning
- Financial Planning
Athletes who were once paid multi-million dollar contracts are struggling with debt and forced into bankruptcy. For most outside of the professional sports arena, it’s incomprehensible. Chris Dudley, a Senior Wealth Advisor and Director of Boston Private's Sports & Entertainment division, discusses how someone who was paid so much can lose it all so quickly.
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