Shannon Saccocia, Chief Investment Officer, sits down with our man in Washington, Doug Fisher, for an outlook on how the 2020 election might impact market and economic activity throughout the year.

What are the top four cyber security threats and how can you protect yourself? We dig into these risks and with Information Security Officer, Gilli Shaw, and Marketing Director, Jen Dowd.

Our Chief Investment Officer Shannon Saccocia sits down with Ryan McQuilkin, Head of Fixed Income and Nancy Perez, Senior Portfolio Manager. They discuss: - Economic and Market review, and what the team is watching. - Why volatility in the equity market may be the rule, not the exception. - Impact of the negative interest rate environment on the bond market.

What are the top four threats to business owners? We dig into these risks and how to prevent them with Information Security Officer, Gilli Shaw, and Marketing Director, Jen Dowd.

Shannon Saccocia, Chief Investment Officer, sits down with Ryan McQuilkin, Head of Fixed Income to discuss key economic market indicators we’re watching and the prospect for growth, considerations for asset allocation given the pending earnings season and the impact of the Fed’s pivot, tariffs, and bond market activity.

Shannon Saccocia, Chief Investment Officer sits down with Gerald Baker, Chief Fiduciary Officer to discuss our market expectations for Q2, a look back at Q1, five tax tips for estate planning considerations and how this impacts your portfolio construction.

Washington policy expert, Doug Fisher; Sullivan and Worcester's tax law expert and partner, Amy Sheridan; and Boston Private’s Managing Director, Brian Lopez as they review the new tax cuts for pass-through entities and small businesses, including planning tips and considerations to maximize the benefits under the new law.