Technology stocks have had a wild ride over the past two decades. History is often a reminder of the importance of diversification. So what’s the path forward for investors in this sector? In our CIO Update this week, Shannon Saccocia takes a closer look at technology. Listen now.

In this week’s Family Office Connections podcast, we discuss the state of philanthropy and what the industry might look like in a post-pandemic world. Listen now.

Hear best practices, risks and opportunities for family offices looking to directly invest.

Are you experiencing market sentiment whiplash?  While investors have been feeling the stark pessimism and exuberance of the market, our CIO Shannon Saccocia provides a perspective on the last two months and the challenges that haven’t yet been priced into the market. Listen now.

Edward Marshall, Managing Director at Boston Private is joined by life science CEOs to discuss the state of the industry, innovations on the horizon and opportunities that may arise for family offices and investors.

Everyone should know what types of disasters or emergencies are likely to occur in their area and make sure you know how to protect yourself if one occurs. Our Director of Financial Planning, Kathleen Kenealy, covers a number of ways to be prepared in the event of a crisis.

Are you a rational investor? Our CIO Shannon Saccocia covers the three types of biases that are relevant given the current economic environment.

Our CIO Update podcast this week covers the challenges and opportunities presented when investing outside of the U.S equity market. The COVID-19 global health crisis isn’t likely to dampen opportunity over the long-term. Listen now for our perspective.

What’s happening with the price of oil? Shannon Saccocia, Chief Investment Officer, reviews the ripple effect lower prices have on the US economy. She covers three thoughts on how to put the volatility around oil prices in perspective.

An important component of your financial health is managing your credit.  Kathleen Kenealy, Director of Financial Planning, reviews three key components of monitoring and using credit wisely.