SVB Private Perspectives

College Savings Considerations

Kathleen Kenealy, Director of Financial Planning, provides insight on when, how and the appropriate investment considerations when saving for college costs. Listen now to her discussion with Jason Cain, Head of the Center for Wealth Planning Excellence.

Family Office Connections: Space

Edward Marshall, Managing Director at Boston Private, is joined by three professionals who specialize in the space industry including a family office principal, a commercial space executive and a former astronaut. The discussion includes the dynamics of the commercial space industry, factors driving investment, various subsectors and how family offices are approaching the industry.

CIO Update: What’s Delaying the Next Fiscal Stimulus Package

As we step closer into fall, challenges like re-acceleration in COVID-19 cases, election season, and the ripple effect of China tensions are still on the horizon. In this week’s CIO Update, Shannon discusses reasons behind the lag in passing another fiscal stimulus package.

CIO Update: China Tensions & Longer Term Impacts

This summer poses many challenges for people to consider even though markets are historically slow during this time. In this week’s CIO Update, Shannon Saccocia discusses the re-escalation of tensions between the U.S. and China, and how it could impact the U.S., China, and global economies and markets longer term.

Family Office Connections: Art, Wine and Collectibles

Edward Marshall, Managing Director at Boston Private, is joined by Mary Klein, Jamie Ritchie and Ron Varney to discuss the art, wine and spirits, and collectibles spaces and how family offices view these industries. The discussion includes the effect of COVID-19 on these markets and lessons learned from previous downturns, how family offices can start and support a collection, risk management considerations and engaging next-gen in collections.

CIO Update: Evaluating Your Stocks During this Pandemic

As stay-at-home stocks rise again along with a virus resurgence, investors wonder if these companies can continue their winning ways post-pandemic. In this week’s CIO Update, Shannon Saccocia discusses how investors should evaluate the durability of these businesses through a different lens.

Family Office Connections: Consolidated Reporting

Edward Marshall, Managing Director at Boston Private, is joined by consolidated reporting professionals who specialize in supporting family offices. Rick Higgins, Padman Perumal and Eric Poirier discuss the history of consolidated reporting, innovations on the horizon, best practices for families looking to start or improve reporting and risk management considerations.

CIO Update: Three Things to Watch in Earnings Season

With no guidance to go on and one of the worst quarters on record for the U.S. economy behind us, it is no surprise that investors have low expectations for second quarter earnings. Shannon Saccocia discusses three things that investors should look to take away from this season’s earnings reports besides the beats and misses.

CIO Update: Growth vs. Value – Can the Dynamic Persist

Value has historically outperformed growth investments, however several factors have contributed to a switch in the dynamic leading to a concentration of growth stocks since the global financial crisis. Will this dynamic persist or will there be a rotation to value? Listen now as Chief Investment Officer Shannon Saccocia provides our analysis.

CIO Update: Corporate Responsibility Dynamics

Is Facebook acting responsibly? SRI, ESG and Impact Investing - all ways in which Investors are increasingly looking for vehicles to invest responsibly and in a way that aligns with their values. Performing well by doing good is gaining popularity with investors. Shannon Saccocia weighs the social media landscape against socially responsible investing opportunities.