Investments
2023 Q2 Market Outlook: A Business of Trust and Faith
Our CIO, Hans Olsen, CFA, comments on the banking crisis, inflation, the likelihood of a recession, and the potential future direction of financial markets.
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2023 Q2 Market Outlook: A Business of Trust and Faith
Our CIO, Hans Olsen, CFA, comments on the banking crisis, inflation, the likelihood of a recession, and the potential future direction of financial markets.
SECURE 2.0 Encourages Retirement Savings
SECURE 2.0 was signed into law by President Biden in 2022. This article focuses on some of its key provisions and retirement considerations.
2023 Key Planning Figures
This material highlights key IRS and other planning amounts for 2023 and is designed to be a reference tool for clients and advisors to inform this year’s planning.
How to Benefit from New Hampshire’s Trust Laws
In this webcast from Trusts & Estates journal, experts from Fiduciary Trust of New England and Holland & Knight discuss the key provisions of the Granite State’s trust laws, provide client examples, and address audience questions.
Building the Right Endowment Portfolio
Performing a full Enterprise Review with an experienced advisor can uncover and document all the unique aspects that make an institution special, leading to an Investment Policy Statement that lays the foundation for a tailored investment approach.
Minimizing Taxes with Charitable Deduction Bunching
Charitable deduction bunching may allow some donors to accomplish philanthropic goals and potentially increase charitable tax deductions