What are Alternative Investments?

The traditional approach to investing in public markets involves, directly or indirectly, taking an ownership...

The key themes of 2019 continue to be accommodative central banks and the seemingly daily developments surrounding trade relations between the U.S....

On July 1, 2019, a new law regulating and taxing short-term rentals in Massachusetts will go into effect. This new law expands the state’s hotel and...

Optimism returned during the first quarter of 2019, following a difficult fourth quarter during which the S&P 500 Index dropped 13.5%. Boosted by a...

Our Women & Wealth series offers insights about the multi-faceted relationship women have with money, career, managing their finances, and how that...

The fourth quarter began on an upbeat note for U.S. equity markets as participants responded positively to a deal forged by the U.S. and Canada to...

At the end of 2017, the Tax Cuts and Jobs Act was signed into law. This law made significant changes to our tax code that changed or eliminated many...

The change of control in the U.S. House of Representatives is unlikely to have a major impact on the business cycle unless there is a meaningful...

Many of our clients give to charitable organizations, but may wonder if there are better ways to maximize the impact of their altruistic efforts,...

Have you heard about the recent changes to 529 education plans? The benefits under 529 plans have expanded for 2018, and beyond. Now parents and...