Investments - Markets
In our Q2 Market Outlook article, our Chief Investment Officer Hans F. Olsen, CFA, discusses how markets have reacted as investors begin to imagine how “normal” might look. ▸
Retirement
Investing with a Roth IRA enables tax-free growth. To take advantage of this benefit, you need to invest after-tax dollars that have been set aside in a retirement savings account. ▸
Trusts and Estates
New Hampshire provides distinct advantages for trusts such as no state income tax on certain trusts. In our video and article, we discuss directed trusts, perpetual or dynasty trusts, decanting trusts, civil law foundations, family trust companies, and more. ▸
Information Security
Dependence on technology, exacerbated by COVID-19, has left some Americans vulnerable to various forms of cyberfraud. This article discusses a few easy steps that can help protect your information security. ▸
Investments - Strategy
Sustainable and impact investing is playing an increasingly important role in the investment industry, with a range of strategies being pursued. ▸
