As this summer boasted strong index returns on major gains in the tech sector, we’re now facing the potential for stagnating economic growth ahead of the election season, with uncertainties related to Covid-19 still on the horizon. Listen now as Shannon Saccocia, Chief Investment Officer, provides her analysis.

In this week’s Family Office Connections podcast, Edward Marshall is joined by Anne Lyons and Judy Boerner-Rule for a discussion on the evolution of the estate and lifestyle management industry and changes imposed by Covid-19. Listen Now.

With the later summer months sending stocks higher, even as the global pandemic remains a clear and present threat. What will the rest of autumn bring?

Edward Marshall, Managing Director at Boston Private is joined by Jason Cain, Managing Director at Boston Private for a discussion on the Trump and Biden tax plans. Their conversation covers the tax proposals of the presidential candidates, an examination of the differences and potential preparations family offices should consider.