Podcasts
Podcast: Mid-Q2 Market Update
Chief Investment Officer Hans F. Olsen, CFA discusses the current state of the economy and markets, the likelihood of another material near-term stock market drop, and our views on the pace of economic recovery. ▸
Podcasts
Podcast: Reducing Coronavirus Exposure Risk
Dr. Lisa Golding, a Mt. Auburn Hospital physician, shares key steps on how to help minimize your and your family's risk of contracting COVID-19. ▸
Information Security
Avoiding Coronavirus Fraud and Phishing Scams
The COVID-19 pandemic has unfortunately led to an increase in related fraud. Fiduciary Trust Chief Operating Officer Rob Jeffers shares examples of recent coronavirus scams and tips on how to protect your identity. ▸
Wealth Planning
College Refunds and 529 Plans
If a college is providing a refund of funds paid from a 529 plan, you need to be careful with the proceeds to avoid a tax penalty ▸
Wealth Planning
Wealth Transfer in a Low Rate Environment
Several wealth transfer techniques such as lifetime gifting, grantor retained annuity trusts, and intra-family loans, are particularly well suited to taking advantage of this low interest rate and depressed market value environment. ▸
Wealth Planning
The CARES Act: Key Features
Learn about the important features of the March 2020 CARES Act, designed to help American citizens and businesses in the wake of COVID-19 ▸
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
Making Difficult Decisions in the Later Retirement Stages
By thinking ahead, and agreeing to get input from others in the future, you can make better decisions in the later stages of life. ▸
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. ▸