Investments - Markets
Q2 Market Outlook
April 3, 2020 - In our Market Outlook video, we discuss the current state of the coronavirus, the impact on the markets, and key considerations for investment portfolios going forward. ▸
Podcasts
Podcast: Market Outlook Series
Chief Investment Officer Hans F. Olsen, CFA shares our latest views on the economy and markets in our quarterly market outlook podcasts. ▸
Wealth Planning
Federal Tax Filing Deadline Postponement
In an effort to reduce the financial and administrative burden of filing taxes in the midst of the coronavirus emergency, the IRS has extended the April 15 tax deadline. ▸
For Advisors
The Client Impact of the Custody Industry Consolidation
Federal Reserve interest rate cuts have continued to pressure the custody industry, raising questions about their ability to provide the level of quality service that clients expect. ▸
Investments - Markets
Update: COVID-19, the Markets, & Portfolio Investing
March 18, 2020 - In this video, Fiduciary Trust President & CEO Austin V. Shapard and CIO Hans F. Olsen, CFA discuss the current state of the coronavirus pandemic and financial markets as well as the implications for managing investment portfolios. ▸
Investments - Markets
Market Update: Volatility Continues
March 9, 2020 - Coronavirus concerns, reactions to the Democratic Primaries, and, most recently, the oil price shock, have contributed to recent market volatility. Read our update on the market and the key drivers. ▸
Podcasts
Podcast: Key Planning Considerations in your Sixties
Although life as a 60-something varies greatly from person to person, there are common planning considerations, such as retirement timing and lifestyle, asset allocation and income, insurance, estate planning, care and support, and social security. ▸
Investments - Strategy
Enhancing Performance: Risk Management
This article explains the benefits of going beyond traditional, fundamental risk factors and including macroeconomic risk factors to help optimize portfolio performance. ▸
Investments - Markets
The Coronavirus and the Markets: A Situation Update
Feb 28, 2020 - Our CIO Hans Olsen, CFA, discusses the current state of the coronavirus epidemic, the potential impact on the economy and markets, and the implications for portfolios. ▸
For Nonprofits
Tax Law Changes for Private Foundations
Since the federal taxation rules for private foundations changed beginning in 2020, it is important for private foundations to understand the differences and implications. ▸