SVB Private Perspectives

Q1 2020 Market and Economic Outlook

Our Chief Investment Officer Shannon Saccocia sits down with Ryan McQuilkin, Head of Fixed Income and Nancy Perez, Senior Portfolio Manager to discuss:

- the outlook for 2020 since 2019 was a banner year for a balanced portfolio,
- how the impending U.S. presidential election might impact consumer optimism,
- and which sectors we’re watching.

2020 Election Outlook

Shannon Saccocia, Chief Investment Officer, sits down with our man in Washington, Doug Fisher, for a lively conversation on how the 2020 election might impact market and economic activity. They cover:

- How the markets are reacting to the various election outcomes

- Impact of a potential Tax Cuts and Job Act roll back

- What should investors take into consideration, and where there may be opportunity

Cyber Security Tips to Protect Yourself and your Household

What are the top four cyber security threats and how can you protect yourself? We dig into these risks and more with Information Security Officer, Gilli Shaw, and Marketing Director, Jen Dowd. We cover the following in our brief discussion:

- Why you need antivirus on every device that connects to the internet.

- The risk Internet of Things and smart devices pose.

- Steps to take to help prevent identity theft, and social engineering.

Q4 2019 Economic & Market Outlook

Our Chief Investment Officer Shannon Saccocia sits down with Ryan McQuilkin, Head of Fixed Income and Nancy Perez, Senior Portfolio Manager. They discuss the following:

- Economic and Market review, and what the team is watching.

- Why volatility in the equity market may be the rule, not the exception.

- Impact of the negative interest rate environment on the bond market.

Cybersecurity for Business

We discuss the top 4 cyber security threats to business owners with Information Security Officer, Gilli Shaw, and Marketing Director, Jen Dowd. Listen now for tips to keep your business safe.

Q3 2019 Economic & Market Outlook

Perspective on the markets and economy from the Boston Private Investment Team.

Q2 2019 Investment Outlook

Shannon Saccocia, Chief Investment Officer sits down with Gerald Baker, Chief Fiduciary Officer to discuss our market expectations for Q2, a look back at Q1, five tax tips for estate planning considerations and how this impacts your portfolio construction and planning.

How Will The New Tax Regulations Impact Pass - Through Entities

Washington policy expert, Doug Fisher; Sullivan & Worcester's tax law expert and partner, Amy Sheridan; and Boston Private’s Managing Director, Brian Lopez as they review the new tax cuts for pass-through entities and small businesses, including planning tips and considerations to maximize the benefits under the new law.