Investments - Markets
In our 2023 Market Outlook, CIO Hans Olsen discusses how a rising rate environment upended easy money ideas such as meme stocks, SPACs, and cryptocurrencies. He also offers an outlook on inflation, interest rates, and debt and equity markets for the coming year. ▸
Wealth Planning
Beginning in 2023, if the taxable income on your Massachusetts income tax return is over $1 million, you will pay an additional 4% tax on the income exceeding the $1 million threshold. This article explores a few planning ideas to potentially decrease the impact of the new tax. ▸
Wealth Planning
This article outlines ten financial topics partners should discuss before walking down the aisle. ▸
Trusts and Estates
New Hampshire has become one of the most progressive states amongst the group to permit the Domestic Asset Protection Trust ("DAPT") and, as a result, an attractive jurisdiction to utilize. ▸
Wealth Planning
Tangible personal property – that is, property (other than land or buildings) that you can see or touch – is a special asset class in many estates. ▸
