Newsletters

November 15, 2018

Emily Cashman Magno joins our team, our Community Gifts Committee announces their support of a number of non-profits, Jake Northrup spoke at Boston University’s Career Night, our Director of Research shares his post-election investment insights, we feature a story about transitioning a portfolio to match the client’s, Sheila Lawrence will speak about philanthropy at an […]

October 29, 2018

Roy Ballentine and Drew McMorrow shared their insights on “Successful Succession” at a recent conference, our Director of Impact Investing spoke at Total Impact Boston, we welcomed Claire Hawkes to our investment team, Andrew Hacker published the white paper “Hedging with Put Options: A Costly Endeavor”, Bruce shared two new Investment Insights, “The Message from the Bond Market” and “Is Indexing Getting Too Popular? (Continued…)”, our Third Quarter Market Review is now available, Emerging Markets Down, Not Out”, a Solutions Snapshot featuring a client story about executive compensation, an Employee Spotlight featuring Jackie Finneron, and more!

August 16, 2018

Our Community Gifts Committee announces their support of a number of philanthropic causes, welcoming new Wealth Planning Associate, Emily Samuelson, a new Investment Insight from Bruce – “Emerging Markets Down, Not Out”, a Solutions Snapshot featuring a client story about teaching financial skills to the next generation, an Employee Spotlight featuring Jennifer M. Eaton, JD, and more!

July 12, 2018

Deb named to the board of the Boston Estate Planning Council, a market review from our investment team, a Solutions Snapshot featuring a client story about family compounds, an Employee Spotlight featuring Andrea Dubuc, CFP®, and more!

June 26, 2018

Our Community Gifts Committee announces this quarter’s support of a number of philanthropic causes, a Solutions Snapshop featuring a client story about the tax impact of different options, a new Investment Insight from Bruce – “I Married a Robot: How artificial intelligence will change our lives”, and more!

May 18, 2018

Our Community Gifts Committee announces this quarter’s support of a number of philanthropic causes, a Solutions Snapshop featuring a client story about the tax impact of different options, a new Investment Insight from Bruce – “I Married a Robot: How artificial intelligence will change our lives”, and more!

April 17, 2018

Stephen welcomed to the board of the National Philanthropic Trust, a market review from our investment team, a Solutions Snapshot featuring a client story on putting a family’s wealth to work in their community, and more!

March 14, 2018

Five new partners announced, a Solutions Snapshot featuring a client story on optimizing investments and estate planning, a new Investment Insight from Bruce – “Trade Policy: A slippery slope”, and more!