Fiduciary Insights

As COVID-19 cases decline in many areas of the world, the gradual reopening of businesses has had a positive effect on the economy and equity markets. In our Q3 Market Outlook podcast, our President & CEO, Austin V. Shapard, is joined by our Chief Investment Officer, Hans F. Olsen, CFA, to share our perspective on the current state of global vaccination efforts and the outlook for economic growth,...

After a surprisingly strong 2020 in the markets in the wake of the pandemic, most equity asset classes have continued to appreciate in 2021. The economy has also been regaining footing, benefitting in part by aggressive fiscal stimulus and monetary policies. In our Q2 Market Outlook, our President & CEO, Austin V. Shapard, and our Chief Investment Officer, Hans F. Olsen, CFA,  share our perspectiv...

The combination of near record-low interest rates, the prospect of higher income and estate tax rates, and the changing of personal goals for some, presents an opportune time to reassess your wealth plan. In this podcast, Fiduciary Trust's Head of Wealth Planning, Jody R. King, JD, CPA, provides her thoughts on attractive wealth transfer strategies that benefit from the low rate environment, appro...

New Hampshire has some of the most favorable trust laws in the country which can benefit individuals from across the U.S. and abroad. They include no state income and capital gains tax, asset protection, and a number of other valuable features. In this podcast, you will learn about the key benefits of New Hampshire’s trust laws, how New Hampshire compares to other trust-favorable states, the outlo...

While the financial markets faced extreme volatility in 2020, they ended the year on a strong note. Can this momentum be sustained? In our 2021 Market Outlook, President & CEO Austin V. Shapard discusses our views with our Chief Investment Officer Hans F. Olsen, CFA, including the current state of the economy and financial markets, the key forces expected to shape 2021's returns, potential impacts...

Interest in understanding one's family history and legacy has grown dramatically over the past several years, propelled by DNA testing and accelerated by pandemic-driven curiosity. In this podcast, American Ancestors President & CEO Brenton Simons will discuss the benefits of understanding your family roots, whether DNA testing is right for you, and how you may approach this process. In addition,...

The pandemic has resulted in a challenging economic landscape for many businesses and individuals. At the same time, after a second quarter disruption, the financial markets rebounded and several markets have reached new highs, raising questions about the potential for another market downturn. In our podcast, experts from Brookline Bank and Fiduciary Trust Company discuss their outlook on the econ...

In our Q4 Market Outlook podcast, Fiduciary Trust Company President & CEO Austin Shapard and CIO Hans Olsen discuss topics that include the disparities within equity markets, the impact of this year's Fed actions on future investment opportunities and our perspective by asset class.    Access the video version with closed captions  Access additional Fiduciary Trust Insights

The first half of 2020 brought with it all time highs in many equity markets, as well as multi-year lows, as the pandemic unfolded. In this podcast, we discuss the near-term outlook for the market as economies are opening up, as well as the longer-term implications for the economy and markets. In addition, we highlight investment opportunities that have presented themselves as a result of the curr...

The pandemic has created financial and service delivery challenges for most nonprofits, while the need for many of their services has increased significantly. In this podcast, we discuss innovative strategies nonprofits are taking during the pandemic, steps donors can take to enhance the resiliency of the organizations they support, charitable options for helping those most affected by the current...

While the current environment presents numerous challenges, there are also a number of advantageous income and estate tax strategies that are now available. In addition, many individuals are reassessing their personal and financial priorities. In this podcast, you will hear two award-winning experts highlight key financial and wealth transfer tax strategies to help listeners take control of their...

Fiduciary Trust Chief Investment Officer Hans F. Olsen, CFA discusses the current state of the economy and markets, the likelihood of another material near-term stock market drop, and our views on the pace of economic recovery. He also highlights investment opportunities that are presenting themselves in the current environment.  Access a written transcript of this podcast Access additional Fiduci...

Dr. Lisa Golding, a Mt. Auburn Hospital physician and Harvard Medical School instructor, shares key steps on how to help minimize your and your family’s risk of contracting COVID-19. Dr. Golding goes beyond the widely-known, high-level guidance, and highlights key issues around proper mask use, how social distancing should vary based on the environment, whether mail and groceries need to be disinf...

Fiduciary Trust Company's Chief Operating Officer Rob Jeffers discusses key steps to protect your identity and personal information. He also highlights fraud and phishing scams related to the coronavirus emergency so listeners can better recognize them and avoid being compromised. To access the related article on our website, please click here. Access a written transcript of this podcast Access ad...

In our Market Outlook podcast, Fiduciary Trust Company President & CEO Austin Shapard and CIO Hans Olsen discuss the current state of the coronavirus, the impact on the markets, and key considerations for investment portfolios going forward. If you are hearing impaired, please view our  video  with closed captions on our website.  Access additional Fiduciary Trust Insights

In our latest podcast, Fiduciary Trust President & CEO Austin V. Shapard and Chief Investment Officer Hans F. Olsen, CFA discuss the current state of the coronavirus pandemic and financial markets as well as the implications for managing investment portfolios. If you are hearing impaired, please view our  video with closed captions on our website.  Access additional Fiduciary Trust Insights

Although life as a 60-something varies greatly from person to person, there are common planning considerations, such as retirement timing and lifestyle, asset allocation and income, insurance, estate planning, care and support, and social security. In this podcast, Jody R. King, Vice President and Director of Financial Planning, discusses these and other related topics.   If you are hearing impair...

The emerging impact of Coronavirus Disease 2019 on China's economy and concerns about the potential economic impact in other countries has resulted in a pullback in the global equity markets.  In our latest podcast, Fiduciary Trust Chief Investment Officer Hans Olsen, CFA discusses the current state of the epidemic, the potential impact on the markets for the remainder of the year, and the implica...

For families with assets to protect or a desire to pass wealth to future generations, trusts are a common estate planning vehicle. However, many individuals are not aware of the benefits a New Hampshire trust can offer, regardless of a grantor or beneficiary’s state of residence. The advantages range from no state income or capital gains tax to perpetual trusts and beyond. In this podcast, Thanda...

Given the remarkable returns across markets in 2019, is their room for continued growth this year? In our 2020 Market Outlook podcast, President & CEO Austin V. Shapard discusses our views with our Chief Investment Officer Hans F. Olsen, CFA, including the major factors driving the markets last year, the key forces expected to shape 2020’s returns, and our investment perspective by asset class. If...