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Posts you may be interested in

Posts 1 - 10 of 18 Previous 1 2 Next
2018 Midterm Elections: The Song Remains the Same — as in 2011 that is.
11/20/18
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary
  • Financial Planning
  • Managing Taxes

The midterm election results of 2018 look a lot like 2011. With the change in power Doug Fisher, Washington Expert covers what we can expect looking ahead to 2019.

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

As we entered the second half of 2018, markets appeared to be hitting an inflection point. On one hand, economic data remained robust, with the consumer fully engaged, wages growing at a modest pace, industrial production steady, and the corporate tax cut creating the opportunity for meaningful investment.

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
Market Review – Q3 2018
7/12/18
Posted in Insight & Opinion
  • Optimizing Operations
  • Economic Perspectives
  • Market Commentary

As the first quarter closed, equity and bond markets were searching for direction following the losses posted in the back half of the quarter after an exemplary January.

Read Post
Market Review — Q2 2018
4/16/18
Posted in Insight & Opinion
  • Optimizing Operations
  • Economic Perspectives
  • Market Commentary

As January began, it was clear that 2017 was going to be a tough act to follow for investors. It was a year marked by historically low volatility, essentially unchanged Treasury yields, and a straight up trajectory for equity markets, and as such, it seemed unlikely for this Goldilocks scenario to repeat itself again in 2018.

Read Post
Market Review — Q1 2018
1/16/18
Posted in Insight & Opinion
  • Optimizing Operations
  • Economic Perspectives
  • Market Commentary

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...

Read Post
Investing for income? Don’t overlook small and midcap stocks
11/20/17
Posted in Insight & Opinion
  • Market Commentary

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.

Read Post
A Review of the Markets - Q4 2017
10/17/17
Posted in Insight & Opinion
  • Optimizing Operations
  • Economic Perspectives
  • Market Commentary

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.

Read Post
A field guide to finding your perfect seasonal residence
9/18/17
Posted in Insight & Opinion
  • Financial Planning
  • Financial Planning
  • Market Commentary
  • Financial Planning
  • Financial Planning
  • Managing Taxes

Whether you’re buying a place where your family can gather today or a home where you can retire later — or combining both in one purchase — how do you choose a seasonal home that best meets your current and future needs? Find out what Boston Private experts say about the emotional, financial, tax, and estate planning aspects to consider.

Read Post
How to be a Good Healthcare Proxy
7/05/17
Posted in Insight & Opinion
  • Financial Planning
  • Market Commentary
  • Financial Planning

Someone in your family has asked you to be their healthcare proxy. This means they are entrusting you to make legally binding health-related decisions about their medical care in the event they are unable to make those decisions themselves. While it’s an honor to have a family member put this trust in you, you might not know what it actually involves.

Read Post
Posts 1 - 10 of 18 Previous 1 2 Next

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