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Deferring Capital Gains With Qualified Opportunity Zones (QOZs)
The U.S. Department of the Treasury Opportunity Zones, created by the Tax Cuts and Jobs Act in 2017, offers unique and creative tax opportunities for high net worth investors with capital gains. In exchange for investing in economically distressed areas, the IRS provides investors with substantial benefits that reduce, delay and avoid taxation. The right partner, the right location and…
Major Themes and Investment Opportunities Over The Next Five Years
As our economy develops in the post-COVID world, digital-first solutions are a primary focus for investors, entrepreneurs and executives. Public cloud infrastructure (Google Cloud and AWS) and robust broadband connectivity are still relatively new and have opened the doors to exciting new opportunities. SaaS (Software as a Service) companies are thriving, so are digital health solutions, eCommerce solutions and digital…
Boston Lights: A Lantern Experience
Boston Lights: A Lantern Experience fills Boston’s Franklin Park Zoo with dazzling, giant sculptures of dragons, pandas, crabs, tigers, fish and flamingos lit from within by LED lights. The Boston display includes a 66-foot-long shark that you can walk through, a 26-foot-tall panda, and a 197-foot-long dragon. More than 50 displays, illuminate the zoo’s 72 acres through Nov. 1. To…
Securing Your Portfolio in a Complex World
The traditional risk types of investors – conservative, moderate, or aggressive – were created by the investment industry for the investment industry. It was a way of merely categorizing investors so advisors could efficiently allocate money. These risk models were not created with the customer in mind and are often way off the mark in terms of actual risk. A…
Stroll the Gardens & Grounds in Newport
Take a drive to Newport this weekend and stroll among a menagerie of topiary animals at Green Animals. Hang out with the Greek statuary at The Elms. And enjoy a breathtaking view of the Atlantic Ocean at The Breakers, meandering along the recently restored Serpentine Path. Picnic baskets are welcome! Visit newportmansions.org for tickets and open garden times.
Tall Ship Cruises
Liberty Fleet is Boston’s only fleet of tall ships offering daily cruises on board one of their classic schooners! While sailing Boston on a tall ship, you’re welcome to help hoist the sails, take the helm, enjoy a drink from the ship’s bar, or just relax and take in the sights and sounds of Boston Harbor. Cruises will take you…
Disrupters, Adapters and Victims
Bill Gates states that we tend to overestimate what we can do in a year and underestimate what we can do in a decade. The migration from the private to the public cloud, e-commerce and the AI revolution are examples of genuinely revolutionary technology. These creations will produce significant gains in efficiency and richness in society over the coming decade….
Kelleher Rose Garden in Bloom
Enrich your summer with a visit to The Kelleher Rose Garden, located in Boston’s Back Bay Fens. It is open daily from approximately 7am-5pm. The garden is currently in full bloom, and contains more than ten classes and 200 varieties of roses. There are almost 1,500 plants in total! The Kelleher Rose Garden 70 Park Drive Boston, MA
Is Inflation Worry Justified?
Investors today may be worried about inflation. There is little to no official CPI inflation now, and there has not been any for some time. Around the world, the story is similar because major central banks are coordinating with the Fed. Debt growth and money printing has been explosive this year, causing obvious concern. Let’s look at the unstoppable trends…
