Investments

Investments – Markets

2024 Q2 Market Outlook: Great Expectations and Calendar Watching

Hans Olsen, Fiduciary Trust Company’s Chief Investment Officer, provides perspective on the economy and markets, a look ahead at the rest of 2024, and our outlook by asset class in the 2024 Q2 Market Outlook.
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2024 Q2 Fiduciary Perspective

Our second quarter 2024 Fiduciary Perspective includes our Q2 2024 Market Outlook: Great Expectations and Calendar Watching, an article about Planning Opportunities Before the Tax Cuts and Jobs Act Sunset, a recap of News & Notes, and a letter honoring Thanda Fields Brassard.

2024 Q2 Market Outlook: Great Expectations and Calendar Watching

Hans Olsen, Fiduciary Trust Company’s Chief Investment Officer, provides perspective on the economy and markets, a look ahead at the rest of 2024, and our outlook by asset class in the 2024 Q2 Market Outlook.

The National Debt Just Hit a Record High: Should Investors Be Worried?

The U.S. national debt now exceeds a record $34 trillion. How concerned should investors be about this figure? This insight explores how the national debt impacts the economy, the financial markets, and investors.

Planning Opportunities Before the Tax Cuts and Jobs Act Sunset

Now is the time to begin reviewing the details of your estate plan and personal tax situation to optimize your tax savings before the December 31, 2025 sunset.
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2024 Market Outlook: What If There Is No Landing?

Fiduciary's CIO examines the potential scenarios for the economy and financial markets in 2024.
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Choosing the Best Charitable Giving Approach

Learn about the benefits of six different charitable giving approaches to help maximize the impact of charitable giving.