SVB Private Perspectives: Recent Episodes
SVB Private
See how a two-phased approach to estate planning can offer short and long-term benefits to founders as their financial, professional and personal lives evolve.
Ann Lucchesi, Managing Director, SVB Access Gerald Baker, Head of Wealth Strategies
Learn how founders have overcome the two biggest barriers to home ownership.
Mortgage eligibility and company financial reviews are two significant hurdles founders face when considering a home purchase. Hear effective ways to address these all-too-common obstacles.
Structuring your business as a C-corp is an essential step for QSBS eligibility.
Hear how the structure of your company may substantially impact your taxes during an upcoming liquidity event.
- LLCs and S corporation business structures offer benefits but may cause you to miss substantial tax savings under the Qualified Small Business Stock exclusion.- Structuring your company as a C corporation is a requirement to qualify for the QSBS exclusion.- The potential tax savings via the QSBS exclusion is the greater of $10 million or 10 times your cost basis, whichever is higher.
Ann Lucchesi, Managing Director, SVB AccessDanielle Greene, Managing Director, Fiduciary Advisor
Hear how you may still qualify for the QSBS tax exclusion across multiple acquisition types, prior to hitting the 5-year holding period.
Prenuptial agreements can be especially beneficial to business founders and entrepreneurs. Hear ways that could help you avoid the common pitfalls and create a well-drafted prenup.
During our second episode, hear how successful founders pursue personal liquidity during company growth stages to help reduce risk and fund their family’s day-to-day expenses.
Ann Lucchesi, Managing Director, SVB Access Dave Buxton, Private Wealth Advisor
During this podcast, discover the critical factors impacting equity holdings, learn to build an equity foundation and understand the significance of the QSBS exclusion.
What can be done to capitalize on the increased volatility in the global currency markets? Shannon Saccocia, Chief Investment Officer, Emmett Maguire, Head of Multi-Asset Research at SVB Private and Ivan Asensio, Head of FX Risk Advisory for Silicon Valley Bank evaluate recent market activity and discuss investment strategies.
Chief Investment Officer, Shannon Saccocia discusses the set of forces driving changes in fixed income securities with SVB Private’s Head of Fixed Income, Garrett Mancini and Silicon Valley Bank’s Head of Asset Management, Patty Kao.
In today’s turbulent market it’s important for investors to keep a level head as they pursue their financial goals. Chief Investment Officer, SVB Private, Shannon Saccocia, and SVB Private Wealth Advisors Flavia Trento and Ryan Fox discuss the many benefits advisors offer clients that go well beyond investment strategy implementation.
Overcoming the obstacles faced by founders is never easy. As a female founder, there are often additional hurdles. Chief Investment Officer, Private Bank Wealth Management Shannon Saccocia, and SVB Private Bank Managing Director, Lorraine Monick, discuss the unique challenges facing female founders today.
Our own Shannon Saccocia, Chief Investment Officer and Dave Buxton, Relationship Manager at SVB Private Bank discuss important factors that impact your IPO journey – your advisory team, the execution plan, and the important estate planning components to consider.
For significant philanthropists seeking best practices, don’t miss our latest podcast discussion. Bill Woodson, Head of Strategic Wealth Advisory and Family Enterprise Services, sits down with Steven Finn, Co-Founder & Co-Managing Partner, Siddhi Capital, Geoff DeLizzio, Chief Development Officer, Epilepsy Foundation of America and Colin Stewart, EVP, Strategic Partnerships & Philanthropy, Arjuna Solutions to discuss philanthropic giving best practices.
When the time comes to create a generational legacy, the families that have been most successful have incorporated an additional element into their advisor teams beyond wealth management and tax mitigation. Family governance advisors have been quite effective in facilitating the transfer of generational wealth. In the third part of our generational wealth podcast series, Tom Rogerson, President and CEO of GenLeg Consulting and Boston Private’s Jason Cain share the impact governance advisors can have on your family legacy.
Manufacturing has been a significant but overlooked contributor to the economic recovery. However, ongoing trade policy tensions between the U.S and China have put a strain on manufacturing globally. Boston Private Chief Investment Officer Shannon Saccocia considers the dynamics between recent manufacturing performance, existing trade agreements and insular economic policies abroad. Listen now.
Successfully transferring family wealth from the first generation to the second employs skills many families already possess. In part two of their generational wealth series, Tom Rogerson, President and CEO of GenLeg Consulting and Boston Private’s Gerald Baker delve deeper into the strategies that have proven to be most effective with clients.
As expected, increased consumer spending has driven the recent economic recovery. But will it continue? A supply-demand mismatch in the labor market, increased input costs and a shift in consumer sentiment have made the Fed’s job difficult while COVID-19 lingers. Boston Private Chief Investment Officer Shannon Saccocia weighs in on the Fed’s inflation dilemma. Listen now.
Creating a family legacy can have its share of challenges. We sat down with Tom Rogerson, President and CEO of GenLeg Consulting to discuss pragmatic ways to avoid the hidden pitfalls families often face when developing generational legacies. In the first of a three-part series, Boston Private’s Gerald Baker and Mr. Rogerson discuss strategies you can use to overcome the issues that may stand in the way of generational wealth in your family. Listen now.
Can the economic rebound be sustained during this time of uncertainty? U.S. trade policy, supply chain constraints and infrastructure spend will each play a role in this growth story. This week, CIO Shannon Saccocia examines the impact of these factors during the months ahead. Listen now.
Ever wonder how you could be using debt as a strategic tool? Our own Gerald Baker sits down with our Head of Private Lending Karen Roses to discuss how using debt and leverage can be an important tool in a tax-efficient wealth plan.
Tools and technology have increased access to information and investing opportunities. Shannon Saccocia, Chief Investment Officer, provides three considerations before you dive into today’s hottest parts of the market.
As COVID-19 vaccinations continue here in the U.S., can we look forward to a more robust economy? Shannon Saccocia, Chief Investment Officer, recaps the first quarter of 2021 and offers her take on three critical factors impacting market behavior over the next several quarters. Listen now.
Richard Perez, Chief Strategist, sits down with leaders within the FinTech and Family Office space. Logan Allin, Managing General Partner at Fin VC, Johnson Cook, President & COO of Green Light and Suna Said, Founder & CEO Nima Capital discuss the state of the industry, trends, and impacts on the next generation. Listen now.
In this week’s CIO Update, Shannon Saccocia takes a deeper look at the energy sector. From the infrastructure boom to changes over the last few decades and threats to current favorable pricing. Listen now.
With massive stimulus just passed in Washington, it’s not surprising that the market is reacting to these significant fiscal policy moves. In this week’s CIO Update, Shannon Saccocia puts potential inflation risk into perspective. Listen now.
Lately, it might feel hard to take a deep breath and see the upside. But improvement in economic data, resulting in higher interest rates and near term market disruption, is a positive sign and an important reminder to focus on the long-term. This week, Shannon Saccocia, Chief Investment Officer, takes a cue from her yoga practice to make sense of short-term market churn. Listen now.
Our own Joan Young sits down with Chris Frueh, clinical psychologist, professor of psychology at the University of Hawai‘i at Hilo with almost thirty years of professional experience working with military veterans and active-duty personnel. Chris shares with Joan the challenges that face special ops forces and how family offices and businesses can learn from their experiences and adapt as we have all been impacted in some way by this global pandemic.
Most of us are trying to maximize engagement, whether it’s at home, with family, or at work, but where engagement is most in focus is obviously in the digital world. While the opportunity lies in vying for the attention of the consumer, investors are challenged to find value in this space. This week, Shannon Saccocia, Chief Investment Officer examines the digital landscape and the factors impacting tech stocks and discusses where investor opportunities may be. Listen now.
As macro forces continue to play a stronger role in market performance, corporate earnings have become a less effective barometer of share price movement. This week, Chief Investment Officer Shannon Saccocia examines the current factors impacting stock prices and discusses where investor opportunities may be during the back half of 2021. Listen Now.
Understanding the potential Biden administration tax agenda is complex. Shannon Saccocia, Chief Investment Officer, reviews what investors can expect from an increase in corporate and capital gains taxes during the first half of Biden’s term.
Our own Tracy Tuens sits down with Tim Draper, a Silicon Valley venture capitalist and founder of Draper Associates, DFJ, and the Draper Venture Network, a global network of venture capital funds. Tim shares how VC (and direct investing) has morphed during the last year through a global pandemic.
With the GameStop trade dominating the market narrative, Shannon Saccocia, Chief Investment Officer, shares a summary of what’s happening, and our perspective on it.
As we approach the one year anniversary of the first case of Covid-19 in the US, how has this global pandemic impacted the economy, markets and governments? Shannon Saccocia reviews in this week’s CIO update. Listen Now.
Shannon Saccocia, Chief Investment Officer, highlights where opportunities lie with stimulus package spending, taxes, and other key economic factors on the agenda in Washington. Listen now.
Shannon Saccocia, Chief Investment Officer, reviews how the COVID-19 pandemic lock-downs have impacted purchasing behavior from retail to home buying. Listen now.
Edward Marshall, Managing Director at Boston Private, is joined by Billy Gouveia, Managing Director at S-RM to discuss Family office risk survey findings. Listen now as they talk about positioning the right risk management mindsets and attitudes, reducing your chance of ransomware attacks, and best practices for protecting your privacy.
Shannon Saccocia, Chief Investment Officer, reviews the current economic and market environment, and changes Boston Private has been making to portfolios ahead of 2021. Listen now.
Shannon Saccocia, Chief Investment Officer, provides a review of, after pandemic recovery, what will likely be a major priority of the incoming Biden administration - trade policy. Listen now.
In this week’s Family Office Connections, we are joined by Tim Robinson, Partner at Schillings, to discuss our family office risk survey findings. Listen now as he covers the impact of underestimation of cyber risks, insider threats, and common themes when family office security is attacked.
In this week’s Family Office Connections, we explore the decision-making around how family offices are built and run effectively. We have three former family office executives who have seen many sides of this industry and worked with some of the most complex family office operations in the world. Our discussion includes perspectives on make or buy decisions around services, financial management operations, and talent trends. These experts also share their lessons learned from their unique experiences in this industry. Listen now.
The latest actions of the Treasury department have been met with mixed reactions. Shannon Saccocia, Chief Investment Officer, briefly covers what investors are watching as public health concerns add uncertainty this holiday shopping season. Listen now.
Jason Cain, Managing Director and Chief Wealth Strategist at Boston Private, is joined by Steven Zeiger, Managing Director at KB Financial Companies, for a discussion on best practices in insurance acquisition, including the new fiduciary standard governing life insurance sales, and the potential change in the tax landscape that may make these strategies more attractive. Their conversation covers insurance best practices for high-net-worth, young professionals, and family offices, how Private Placement Life Insurance (PPLI) functions and can mitigate taxes, and how to determine the amount of insurance to purchase. Listen Now.
With most of the US facing a second surge of Covid-19 juxtaposed with Europe taking swift action, what does our economic outlook look like? It might not be all doom and gloom. Shannon Saccocia, Chief Investment Officer, talks lifestyle spending, vaccines, and other factors creating volatility. Listen now.
Edward Marshall, Managing Director at Boston Private, is joined by Chris Pierson, CEO at BlackCloak, to discuss our family office risk survey findings. Listen now as they discuss ways to prevent malware, conducting background checks in a high-trust environment, and balancing your privacy at work and at home.
Edward Marshall, Managing Director at Boston Private, is joined by Anwar Visram, founder at Visram Security, to discuss our family office risk survey findings. Listen now as they dive into ways to prevent cyberattacks, finding strong risk management vendors, and privacy protection best practices across the globe.
How is the pandemic impacting the mental health and well-being of athletes? Eddie Marshall, Managing Director, and Lisa Allen, Senior Vice President, invite Rob Ninkovich, former New England Patriot and ESPN NFL analyst, Dr. Mark Stonkus, a sports psychologist, and Jillian Dempsey, NWHL player, and teacher, as they discuss ways to maintain a positive athletic mindset facing Covid-19. Listen now.
The markets factored in a massive stimulus package, so what now? Shannon Saccocia, Chief Investment Officer, digs into the impact on taxes, potential Fed action, how to quell a pandemic, and what risks China presents. Listen now.
Edward Marshall, Managing Director at Boston Private, is joined by Kevin Hulbert, Senior Advisor at Dentons, to discuss our family office risk survey findings. Listen now as they talk about common security threats globally, how to approach travel risks, and ways to manage your social media.
Historically, the state of the economy can help predict the chances of an incumbent party remaining in the White House. So how will this year’s election results play out following the pandemic recession? In this week’s CIO Update, Shannon Saccocia provides some historical context, and a few thoughts on what could happen next. Listen Now.
We asked over 200 family office executives to give us their thoughts on risk and threat matters they face every day. The results were illuminating and answered many questions and provided some unexpected insights. Listen to our discussion with industry expert Chad Sweet, former Chief of Staff of the U.S. Department of Homeland Security and Co-Founder and CEO of The Chertoff Group. We review these findings, discuss U.S. election security, and discuss the relevant global geopolitical events affecting family offices.
Edward Marshall, Managing Director at Boston Private is joined by Shannon Wilkinson, CEO at Reputation Communications, to discuss our family office risk survey findings. Listen now as they talk about peer network risk management, partnering with the right vendors, and reputation management trends and concerns.
Edward Marshall, Managing Director at Boston Private is joined by John Prufeta, Chairman at Medical Excellence International to discuss our family office risk survey findings. Listen now as they talk about medical, health, and travel risks, and ways to prepare for potential medical disruption during the pandemic.
Edward Marshall, Managing Director at Boston Private is joined by Wes Bull, founder and CEO at Mantle Advisors to discuss our family office risk survey findings. Listen now as they talk about potential risks and vulnerabilities by third-party vendors, how to prevent insider threat, and ways to mitigate enterprise risks.
With both Republicans and Democrats likely to pursue an infrastructure spending bill post-election, what shape could the legislation take? In this week’s CIO Update, Shannon Saccocia provides her analysis on the possibilities for this potential source of significant fiscal stimulus.
Edward Marshall, Managing Director at Boston Private is joined by members of Denton’s Public Policy and Regulation practice Ron Kaufman, Mayor Michael Nutter and Eric Tanenblatt. Their conversation is a primer on the presidential election, the debates, and a key Senate race.
Edward Marshall, Managing Director at Boston Private is joined by Brad Deflin, founder at Total Digital Security, to discuss our family office risk survey findings. Listen now as they talk about how to position risk management mindsets, ways to be aware of a security threat, and cybersecurity best practices.
Our Chief Investment Officer Shannon Saccocia sits down with Rich Grasfeder, Senior Equity Portfolio Manager, and Ryan McQuilkin, Head of Fixed Income, to discuss:
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the outlook for Q4 as we continue to see market volatility due to Covid-19;
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how the upcoming U.S. elections might impact employment, fiscal policy, and earnings;
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sectors to watch in the equity and bond markets
Listen Now.
Edward Marshall, Managing Director at Boston Private is joined by Deborah Nitka, Cyber & Privacy Advisor at CohnReznick, to discuss our family office risk survey findings. Listen now as they talk about cybersecurity, potential vulnerability and risk amidst the Covid-19 working from home environment, and insights on how to position resilience after the pandemic.
Edward Marshall, Managing Director at Boston Private, is joined by Jason Cain, Managing Director at Boston Private, William Martin, VP of Commercial Banking at Boston Private, Jack Maier, Head of Investment Banking at Capstone Headwaters, Jonathan Moore, Managing Director at PKF Advisory, and Matt Keis, Managing Director at Gemini Investors, for a discussion on privately held businesses during the pandemic. Their conversation features how evaluation and transactions have changed in the Covid-19 environment, what we can expect after, and what businesses should consider throughout the transaction. Listen Now.
The recent COVID-19 diagnosis of President Trump has created the potential for ripple effects across the markets and the economy just weeks before the election. In this week’s CIO Update, Shannon Saccocia dives into the impact of Trump’s diagnosis. Listen now as Shannon explains what has happened thus far in the market, what we could see happen next, and what the long-term implications might be.
Richard Perez, Managing Director and Chief Strategist at KLS, A Division of Boston Private is joined by Don Phillips, Chairman and CEO of WP Global Partners. Their discussion covers making good decisions during difficult times, best practices when developing a private equity investment platform and considerations to achieve meaningful returns in private equity.
As we move closer to the elections and continue to brace another wave of Covid-19 in the US, one of the challenges is how best to position our portfolios amidst short-term market volatility. In this week’s CIO Update, Shannon Saccocia discusses 3 reasons why bonds are still worth a look in your portfolio.
Kathleen Kenealy, Director of Financial Planning, invites Tim Gibson, Managing Partner at McWalter Volunteer Insurance Agency, to answer some of the most frequently asked questions about life insurance. Listen now as they explain why you should consider purchasing life insurance, how much coverage you may need, and how you can work with advisors to obtain a policy.
This summer boasted strong index returns, driven by gains in the technology sector. However, pre-election jitters and the uncertainty of Covid-19 have created concerns for the end-of-year outlook. In this week’s CIO Update, Shannon Saccocia discusses the rationale behind the recent weakness, and what it means for the weeks ahead.
Edward Marshall, Managing Director at Boston Private, is joined by Anne Lyons and Judy Boerner-Rule from Tapestry Associates for a discussion on the evolution of the estate and lifestyle management industry. Their conversation covers the evolution of the estate and lifestyle management industry, how to meet expectations for principals, staffing considerations, privacy and security issues, project management best practices, event planning, property maintenance tips and potential pitfalls, what changes to this industry in an “after Covid-19 environment”. Listen Now.
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.
With the Fed’s announcement of their new approach to inflation, investors are now looking for ways to adapt their investment portfolios to respond to potential changes in the market. This week, Ryan McQuilkin, Head of Fixed Income, joins the CIO Update podcast to provide our perspective on the Fed’s policy going forward.
The disconnect between Main Street and Wall Street continues with a sharp rebound of stocks even as unemployment hovers over 10%. In this week’s CIO Update, Shannon provides her analysis on earnings growth recovery and subsequent events following the Fed’s actions to support the market.
Kathleen Kenealy, Director of Financial Planning, provides insight on when, how and the appropriate investment considerations when saving for college costs. Listen now to her discussion with Jason Cain, Head of the Center for Wealth Planning Excellence.
Edward Marshall, Managing Director at Boston Private, is joined by three professionals who specialize in the space industry including a family office principal, a commercial space executive and a former astronaut. The discussion includes the dynamics of the commercial space industry, factors driving investment, various subsectors and how family offices are approaching the industry.
As we step closer into fall, challenges like re-acceleration in COVID-19 cases, election season, and the ripple effect of China tensions are still on the horizon. In this week’s CIO Update, Shannon discusses reasons behind the lag in passing another fiscal stimulus package.
This summer poses many challenges for people to consider even though markets are historically slow during this time. In this week’s CIO Update, Shannon Saccocia discusses the re-escalation of tensions between the U.S. and China, and how it could impact the U.S., China, and global economies and markets longer term.
Edward Marshall, Managing Director at Boston Private, is joined by Mary Klein, Jamie Ritchie and Ron Varney to discuss the art, wine and spirits, and collectibles spaces and how family offices view these industries. The discussion includes the effect of COVID-19 on these markets and lessons learned from previous downturns, how family offices can start and support a collection, risk management considerations and engaging next-gen in collections.
As stay-at-home stocks rise again along with a virus resurgence, investors wonder if these companies can continue their winning ways post-pandemic. In this week’s CIO Update, Shannon Saccocia discusses how investors should evaluate the durability of these businesses through a different lens.
Edward Marshall, Managing Director at Boston Private, is joined by consolidated reporting professionals who specialize in supporting family offices. Rick Higgins, Padman Perumal and Eric Poirier discuss the history of consolidated reporting, innovations on the horizon, best practices for families looking to start or improve reporting and risk management considerations.
With no guidance to go on and one of the worst quarters on record for the U.S. economy behind us, it is no surprise that investors have low expectations for second quarter earnings. Shannon Saccocia discusses three things that investors should look to take away from this season’s earnings reports besides the beats and misses.
Value has historically outperformed growth investments, however several factors have contributed to a switch in the dynamic leading to a concentration of growth stocks since the global financial crisis. Will this dynamic persist or will there be a rotation to value? Listen now as Chief Investment Officer Shannon Saccocia provides our analysis.
Is Facebook acting responsibly? SRI, ESG and Impact Investing - all ways in which Investors are increasingly looking for vehicles to invest responsibly and in a way that aligns with their values. Performing well by doing good is gaining popularity with investors. Shannon Saccocia weighs the social media landscape against socially responsible investing opportunities.
Listen to our discussion with the founders of The Chertoff Group, Former United States Secretary of Homeland Security Michael Chertoff and Chad Sweet, Former Chief of Staff of the Department of Homeland Security.
Edward Marshall, Managing Director at Boston Private, is joined by three different family office principals, Sam Bonsey, Justin Rockefeller and Liesel Pritzker Simmons, who discuss their unique insights as investors and pioneers in the impact investing space. Their conversation includes trends for family offices, the state of impact investing during COVID-19 and best practices for family offices looking to start or deepen their impact investing activities.
This week Shannon covers three reasons why now is the best time to review your portfolio and long-term goals. While volatility can drive emotions when the dust settles, were those in the moment decisions beneficial? Maintaining discipline can avoid costly mistakes. Listen now.
Edward Marshall, Managing Director at Boston Private, Stephen Bodurtha, Founder & CEO at Flexbridge Partners LLC and Jason Cain, Managing Director at Boston Private discuss fee intelligence including how it works and how family offices are driving value and potentially saving money from these evaluations.
The CARES Act contained provisions that allows certain individuals to take a new type of coronavirus-related distribution, and waives the 2020 Required Minimum Distributions. Jason Cain, Co-Head of the Center for Wealth Planning Excellence and Kathleen Kenealy, Director of Financial Planning, sit down to discuss what this means for you. Listen now.
As the US starts to reopen and equity markets fluctuate, should investors feel optimistic? In this week’s CIO Update Shannon Saccocia reviews the market and economic trends and what the data is saying. Listen now.
As global economies reopen, skeptics of Wall Street and main street remain concerned. In this week’s CIO Update Shannon Saccocia discusses trends and what the data is saying. Is economic recovery on the horizon?
Richard Perez, Managing Director and Chief Strategist at KLS, A Division of Boston Private is joined by Adam Johnson of Bullseye Brief to discuss work from home technologies and corresponding investment trends during COVID-19.
In our CIO Update this week Shannon Saccocia discusses the overlooked activity happening in China. As reopening occurs, but restrictions continue, there is a lot to watch when it comes to the region. Listen now to part one in a series of commentary on the impact of tensions in China.
Edward Marshall, Managing Director at Boston Private is joined by executive search professionals to talk about the state of the industry during the pandemic and best practices in family office human capital management.
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.
Hear best practices, risks and opportunities for family offices looking to directly invest.
Edward Marshall, Managing Director at Boston Private is joined by experts in the philanthropic advisory space to talk about their experiences working with family offices, the state of the industry and what it might look like in a post-pandemic world.
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.
There are certain things in life we cannot control, so it’s important to be prepared. Kathleen Kenealy, Director of Financial Planning, reviews the things you can do today to prepare yourself for a crisis.
Edward Marshall, Managing Director at Boston Private and Jason Cain, Managing Director at Boston Private discuss the impact of the CARES Act on charitable contributions.
Are you a rational investor? Our CIO Shannon Saccocia covers the three types of biases that are relevant given the current economic environment.
While looking internationally to diversify your investment portfolio is often recommended, the COVID-19 pandemic has impacted the global investing landscape. Shannon Saccoica reviews the economic and fiscal policy activity that investors are paying close attention to. Listen Now.
Edward Marshall, Managing Director at Boston Private and Rick Ross, Partner and Chair of the Global Hotels and Leisure practice at Dentons discuss the impact of COVID-19 on hotels and hospitality and what the future holds for investors and guests.
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.
Rising federal transfer tax exemptions, declining asset valuations and historic low intra family lending rates have created a unique wealth transfer opportunity. This webinar reviewed strategies family offices are deploying to capture the benefits.
Job losses, infrastructure rationalization, debt management, and the global supply chain are all being disrupted. Shannon Saccocia, CIO dives into each of these in detail and in comparison to past financial crises. Listen now.
What is the data telling us about the current market and economic environment? Our Chief Investment Officer, Shannon Saccocia dives into the signals and what played out in past downturns of 1980, 1990, 2001, and 2008. She also provides perspective on why investor behavior almost never differs. Listen now.
COVID-19 has caused severe economic and operational disruptions to family office principals and executives across the board. Hear best practices family offices should consider to protect themselves during this time.
Listen now to hear our view on why now is the right time to review your liquidity needs alongside your desired investing outcomes. Shannon Saccocia, Chief Investment Officer at Boston Private, takes a deep dive into how you can consider balancing need with opportunity in an uncertain environment.
What could possibly happen next? With the impact of the spread of the coronavirus leaving an unprecedented amount of uncertainty, Shannon Saccocia, Chief Investment Officer at Boston Private, reviews three factors that could potentially lay the foundation for economic and equity market improvement in the U.S. Listen now to hear our view.
Our Family Office Services team provided an update on how to address and manage the recent market volatility within the context of family office dynamics. With unprecedented health concerns and economic uncertainty at the forefront of everyone’s mind we understand that providing guidance on how to put these events into perspective for your principal is imperative.
With the global economic landscape changing rapidly, Shannon Saccocia, Boston Private CIO, examines what the data tells us related to a recession.
Our Chief Investment Officer Shannon Saccocia sits down with Ryan McQuilkin, Head of Fixed Income and Nancy Perez, Senior Portfolio Manager to discuss:
- the outlook for 2020 since 2019 was a banner year for a balanced portfolio,
- how the impending U.S. presidential election might impact consumer optimism,
- and which sectors we’re watching.
Shannon Saccocia, Chief Investment Officer, sits down with our man in Washington, Doug Fisher, for a lively conversation on how the 2020 election might impact market and economic activity. They cover:
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How the markets are reacting to the various election outcomes
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Impact of a potential Tax Cuts and Job Act roll back
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What should investors take into consideration, and where there may be opportunity
What are the top four cyber security threats and how can you protect yourself? We dig into these risks and more with Information Security Officer, Gilli Shaw, and Marketing Director, Jen Dowd. We cover the following in our brief discussion:
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Why you need antivirus on every device that connects to the internet.
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The risk Internet of Things and smart devices pose.
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Steps to take to help prevent identity theft, and social engineering.
Our Chief Investment Officer Shannon Saccocia sits down with Ryan McQuilkin, Head of Fixed Income and Nancy Perez, Senior Portfolio Manager. They discuss the following:
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Economic and Market review, and what the team is watching.
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Why volatility in the equity market may be the rule, not the exception.
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Impact of the negative interest rate environment on the bond market.