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While investment management is a critical component of your wealth strategy, managing your financial life goes beyond simply managing your investment portfolio.
Read PostBob Jellen has spent fifty successful years in the entertainment insurance industry, but that’s not what drives him. It is his family that gives him the greatest satisfaction, and inspires him every day to make the most of life.
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Having a trusted advisor keeping you focused on reaching your goals, can help you avoid emotional decision-making when it comes to your investments.
Read PostWhile diversification is important to limiting market risk, multiple advisors managing your assets often results in an overly complicated portfolio – with overlap in holdings, overweight in certain sectors or over concentration in a single security.
Read PostLearn how Boston Private’s investment team constructs portfolios that are diversified across asset classes - equities, fixed income, alternatives, and cash - using actively-managed strategies.
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Shannon Saccocia, Boston Private head of asset allocation and portfolio strategy, discusses investing in global markets during periods of geopolitical risk.
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