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Leading Wealth Advisors Directory


Vice President of Risk Management Services
How can I maximize safety when building a custom home?

If you are fortunate enough to build your dream home, you may take considerable care to choose the exact location, architectural style and interior-design features. Yet one area that often goes overlooked until much later in the process is safety.... Read more

Strategic Marketing Manager
How can I protect the collectible items in my wardrobe?

When it comes to wearable collections—haute couture, ready-to-wear, designer shoes and handbags, bespoke suits and other prized accessories— gaps in your homeowners insurance coverage may expose you to financial loss if damage occurs. For example,... Read more

Senior Vice President, Head of Risk Management Services and Loss Prevention
What precautions do I need to take to prevent water damage in my home?

Unlike a burglary or fire, a malfunctioning icemaker is not likely to make the evening news. Yet anyone who has experienced a plumbing leak at home knows the drama all too well. When it comes to homeowners insurance claims, water damage from a plu... Read more

National Director, Art Collection Management
How can I protect my art collection from hurricanes?

The 2015 hurricane season is upon us. If you own a home along the East Coast, you are likely familiar with evacuation routes and have plans for family safety, but what about your treasured objects and works of art? Up-front planning can make all t... Read more

Vice President
What are the best ways to protect high-value jewelry?

’Tis the season for giving (and receiving), and jewelry is one of the more popular holiday gifts. However, the possibility of losing a beloved piece of jewelry is an unfortunate reality. Over $1.7 billion worth of jewelry and precious metals was s... Read more

Altair Advisers LLC

CFP®, Consultant
What are the best ways for young adults to begin investing?

Even growing up in a high net worth family does not guarantee you know how to invest when you reach adulthood.  Many of our clients tell us that their children and grandchildren need help investing. College prepared them for getting a job, but not... Read more

CFP®, CPA, Senior Consultant
Snowbirding 101: What should the affluent consider before relocating?

It can be easy to fall in love with a locale after a vacation, or perhaps even many years of visiting. Maybe you are now ready to either become a snowbird for half the year or join the ranks of those migrating permanently to the South or West— num... Read more

CFA®, CFP®, Managing Director
What advantages do closed-end funds offer for investors?

The funds that attract the most attention and dollars are exchange- traded funds (ETFs) and traditional open-end mutual funds. But a lesser-known peer, closed-end funds (CEFs), can be an attractive addition to a diversified portfolio. CEFs are unf... Read more

What do I need to consider when making end-of-year charitable gifts?

The holidays bring out the giving spirit in all of us, and as the year comes to a close, many people look to make a charitable donation to their favorite cause. These end-of-year gifts are always well-intentioned but should also be well-planned. F... Read more

Bingham, Osborn & Scarborough

Is all this market volatility normal?

For the past few years, investors who own U.S. stocks enjoyed an extended stretch of rising prices. This peaceful market changed in August, however, when volatility spiked.  And more often than not, volatility is coupled with a steady stream of di... Read more

CFA®, Investment Analyst
How much should I allocate to foreign stocks?

Thirty years ago, the concept of investing in foreign stocks was relatively new and not fully embraced by many financial advisors. As new research was introduced, however, and as the cost of investing overseas decreased, the advisor community reac... Read more

FSA, CFP®, RICP®, Principal
What’s the best way to manage your portfolio risk in retirement?

Helping make financial resources last over a lifetime is one of the most important services BOS provides its clients. As such, we want to share our perspective on some of the key considerations that help ensure the availability of those resources ... Read more