Investments - Markets
In our Q2 Market Outlook, Chief Investment Officer Hans Olsen, CFA discusses factors that are likely to determine how the economy and markets will unfold for the rest of 2019. ▸
Philanthropy
The new federal tax law may allow for increased charitable gift “bunching” to accomplish philanthropic goals. ▸
Trusts and Estates
New Hampshire provides distinct advantages for trusts such as no state income tax on certain trusts. Read our article to learn more about directed trusts, perpetual or dynasty trusts, decanting trusts, civil law foundations, family trust companies, and more. ▸
Other Insights
Fiduciary Trust discusses the future of artificial intelligence (AI) with entrepreneur and angel investor Rob May and his predictions on how AI will transform the economy and our everyday lives. ▸
Wealth Planning
Proactive planning can help ease future financial difficulties associated with memory loss. ▸
