Our Chief Investment Officer, Shannon Saccocia and Chief Fiduciary Officer, Gerald Baker sits down to discuss the following:

• An outlook on market expectations for the second quarter of 2019.
• Top five concerns and considerations for tax planning.
• Important tax and estate planning considerations when creating an investment portfolio.

Speakers:

Shannon Saccocia, CFA^®, CIMA^®
Chief Investment Officer, Private Client Group

Shannon Saccocia serves as the firm’s Chief Investment Officer, and is responsible for setting the overall investment strategy for the firm.
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Gerald Baker
Chief Fiduciary Officer, Executive Managing Director

Mr. Baker is responsible for the oversight and implementation of all aspects of trust administration at Boston Private.
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Boston Private Wealth LLC (“BPW”), a registered investment adviser, offers investment management and consulting, wealth advisory and planning, and family office services as well as private banking and trust services in partnership with its parent company, Boston Private Bank & Trust Company (“BPBTC”). 

BPW is a wholly-owned subsidiary of BPBTC, which is wholly-owned Boston Private Financial Holdings, Inc. (NASDAQ: BPFH). All investment advisory services are provided by BPW. Please read our ADV Part 2 for additional information about us, our services and fees. You may obtain a copy of this document and our privacy policy by contacting us at 800-422-6172 or [email protected]
Please see BPW’s ADV Part 2 for more information about our strategies and the risks associated therewith. 

This podcast is solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The opinions expressed and information contained in this presentation are given in good faith, may be subject to change without notice, and are as of the date issued. All sourced information is believed to be reliable but has not been independently verified. This presentation discusses general market activity, industry or sector trends, or other broad-based economic, market or political conditions and should not be construed as research or investment advice and does not represent a complete analysis of every material fact with respect to the economy, financial markets, interest rates, and/or any industry or sector mentioned herein.

This material is not intended to be a full and exhaustive explanation of the law in any area or of all of the investment or financial options available.  The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed you specific situation. Opinions and ideas expressed herein are not necessarily those of BPW, BPBT or their employees nor do they reflect their views or endorsements.

This podcast is meant to offer general information about ideas and strategies and is solely for discussion purposes, as the readiness and efficacy of any strategy are dependent upon each investor’s facts and circumstances. Due diligence processes seek to diminish, but cannot eliminate risk, nor do they imply low risk.

In preparing this material, BPW has relied on certain assumptions and estimates.  Actual events may differ from those considered and changes to any assumptions may have a material impact on any projections or estimates. BPW does not represent that any such assumptions will reflect actual future events and there can be no assurances that your income projections will not materially differ from those estimated herein. There is no guarantee that BPW’s target allocation, investment strategy or other wealth management services will achieve their objective.  Asset allocation, diversification and rebalancing do not ensure a profit ort protect against loss in declining markets. All investments carry a risk of loss and investment performance may vary by client. Past performance is not indicative of future results, which may vary.

Certain information included herein is based on information received from third parties.  While BPW believes this information to be reliable, BPW has not independently verified such information and makes no representations as to the timeliness, accuracy or completeness of such information. 
Neither BPW, nor its investment professionals or representatives provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their advisors.

Investment products such as stocks, bonds, and mutual funds may lose value and are not insured or guaranteed by Boston Private Wealth LLC, Boston Private Bank & Trust Company or any affiliates, or by the Federal Deposit Insurance Corporation or any other government agency.