SVB Private Perspectives

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.