Next Gen
Are Your Children Prepared?
As you review your financial plan, here are three things you can do to help your children navigate their financial future. ▸
Philanthropy
Charitable Gift Bunching Under the New Tax Law
The new federal tax law may allow for increased charitable gift “bunching” to accomplish philanthropic goals. ▸
Retirement
Elder Care: Living and Health Planning
In retirement, determining the best living community and coordinating health care can be challenging. Read about the options and key factors to consider. ▸
Investments - Markets
2018 Q2 Market Outlook: Growth & Volatility
In the latest quarter, volatility returned to the markets while global economic strength continued. In our "Q2 Market Outlook," we discuss the drivers of volatility and offer our perspective on the economy and key markets. ▸
Trusts and Estates
Funding a Revocable Trust: An Estate Planning Opportunity
The revocable trust is an estate planning tool that, when used in conjunction with a will, can personalize your estate plan, keep it out of the public eye, and avoid certain expenses. ▸
Investments - Markets
Confronting Volatility with a Long-Term Mindset
The recent market pullback should remind investors that intra-year declines are to be expected during most market environments. ▸
Videos
New Tax Law Webinar: Wealth Planning Considerations
View our webinar to learn about the key areas of the new federal tax law that impact high-net-worth households ▸
Wealth Planning
The New Tax Law: Wealth Planning Considerations
The new federal tax law represents the most significant change in thirty years. Read our insights on the impact for high-net-worth individuals. ▸
Other Insights
Demystifying Artificial Intelligence: An Interview with Rob May
Fiduciary Trust discusses the future of artificial intelligence (AI) with entrepreneur and angel investor Rob May and his predictions on how AI will transform the economy and our everyday lives. ▸
Investments - Markets
2018 Economic and Market Outlook
Last year was a strong one across most asset classes and economies. Read our perspective on 2017 and outlook for 2018. ▸