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.