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How To Know A Client
We often start new client conversations by asking a simple and direct question, “What does the ideal investment relationship look like to you?” No two answers have been the same. Whether the individual is most interested in sharing ideas, taxes, trusts and estate, investing or something else, a good advisor actively works to know and understand their client. Here’s what that looks like.
Romantic Views
Looking for a thoughtful and relaxing way to cap off your date night? Head over to Sky Bar at Yotel Boston and order the Valentine’s Day special Chocolate Fondue while you enjoy extraordinary skyline views from the terrace.
A Late Stage Market Melt-UP
Without doubt the investment year is off to a great start. The stock market in the US is up 8%. January’s return is the best one since 1987. The way things are going we could see a repeat of 2013, one of the best diversified return years ever. What is going right and what could go wrong? Why January is…
Bright Lights for Winter Nights
The Loop is a new interactive art exhibit in the One Seaport Courtyard. The display features six illuminated, moving cylinders which play music and animations. Take a seat in these giant circular structures, pump the handlebar, and watch a story unfold. Beautiful images inspired by fairy tales come to life in an animation that is visible from inside or outside The…
House, Home or Investment?
We have made comments before about investing in real estate. This week our entire article is devoted to investment real estate. The goal of allocating money to real estate is largely the same as putting money into stocks. The investor wants growth and income. The similarities end there.
Family Offices: A More Personal and Private Approach
Why are more wealthy families turning to family offices for investment management and wealth planning? At the top of the list are privacy, dedicated expertise and aligned incentives. A recent profile by The Economist on the family office landscape reveals interesting insights about how these offices are run, how they invest and why they appeal to more investors today. Here’s how you can follow along with the best of the industry:
Information Shutdown
The government shutdown is now entering its fourth week, cutting off a large source of useful information for investors. How are investors supposed to keep track of what is going on financially and economically without government statistics? It’s our job to work around difficult situations. Here is what we, and investors, can count on during an information drought.
Three Ways To Get the Family Involved in 2019
The power and beauty of true family wealth is that it has the power to make a difference generation after generation. Therein also lies the challenge. Passing on the knowledge and values younger generations need to put wealth to work in a sustainable way for the family and for others is a specific area of education not taught in school. What will they need to know? Where should you start? How much information is too much? To get you started, here are three ideas inspired by one of the world’s leading experts on true family wealth.
The Brattle
Take an afternoon off and see a matinee this week. The Brattle Theatre, located next to Harvard Square, is a great way to spend your day in Cambridge. Founded in 1889, the cinema shows an eclectic combination of independent, foreign and classic films. It’s the only movie theater in the country that still uses a rear-projection system.
