Posts you may be interested in
Ways to assess if your giving is making the impact you'd like.
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- Market Commentary
- Financial Planning
- Managing Taxes
- Trust & Estate Planning
As the amount of wealth that women control continues to grow, we take a look at how their approach to planning and giving is different.
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- 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.
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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.
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When families take the time to talk about long-term plans, it gives everyone the opportunity to make sure things are up to date. Missing or outdated beneficiary designations can steer...
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- Financial Planning
- Financial Planning
- Market Commentary
- Financial Planning
- Financial Planning
- Managing Taxes
- Trust & Estate Planning
The midpoint of the year can be a good time to step back and assess your financial goals to make sure you're still on track and given any changes in the economy and markets as well as your personal situation.
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Investors tend to buy high and sell low. They tend to become greedy when markets are approaching a high, and they become fearful when markets are at, or near, low points. Studies show that the more frequently investors check their portfolio performance, the more they trade, and the worse their performance becomes. In fact, investors in liquid investments (such as stocks) tend to sell quicker than investors in illiquid investments (such as real estate) because the pricing is readily available. How can you avoid falling into this trap? Should you just buy and hold? Set it and forget it?
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Certainly, the flow of funds into passive investment vehicles is indisputable. Investors have added nearly $1.3 trillion to passive funds over the past three years, while more than a quarter trillion dollars has exited actively-managed funds over the same time period. Investors clearly have accepted the narrative that passive investment vehicles, due to their low cost structures, outperform actively-managed investment vehicles, on average.
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