Investments - Markets
2021 Market Outlook
While financial markets generally recovered from their losses in the first half of 2020 to end the year on a strong note, can this momentum be sustained in the current environment? Our CIO highlights the key forces likely to drive the economy and markets. ▸
Investments - Strategy
A Strategic Approach to Investment Decisions
In this article, our CIO, Hans Olsen, CFA, discusses our investment approach, which is built around a set of fundamental beliefs that guide our decisions. ▸
Investments - Strategy
Identifying Managers with the Potential to Outperform
In this article, we discuss how investors can gain exposures to asset classes primarily through passive or actively managed strategies. ▸
Investments - Strategy
The Roles for Active and Passive Investments
In this article, we describe our view of the active versus passive debate, which we don't think has a simple answer and is dependent on the amount of opportunity active managers have and whether they are positioned to take advantage of those opportunities. ▸
Wealth Planning
Key Year-End Planning Considerations
The approach of year-end presents another opportunity to reassess your tax and financial circumstances, maximize your employment benefits, and generally take control of your finances. In this article, you will find 11 year-end planning tips to consider. ▸
Webcasts
Webcast: Tracing your Family Heritage
In this webcast, American Ancestors President & CEO Brenton Simons discusses the benefits of understanding your family roots, whether DNA testing is right for you, and how you may approach this process. ▸
Webcasts
What's Next for the Economy?
Oct 22, 2020: In this webcast, experts from Brookline Bank and Fiduciary Trust Company discuss their outlook on the Massachusetts, U.S, and international economies and markets to help you stay informed and prepared for what may be ahead. ▸
Wealth Planning
Wealth Planning: Is Your Financial House in Order?
This article discusses how to create a comprehensive wealth plan to meet your goals and then implement that plan. ▸
Investments - Markets
2020 Q4 Market Outlook: Parallel Worlds
In our Q4 Market Outlook article and video, our Chief Investment Officer Hans F. Olsen, CFA, explains the disconnect between the economic contraction being felt on Main Street and the rebound on Wall Street engineered by the Fed. ▸
Wealth Planning
Wealth Planning Checklist
Our Financial Planning Checklist highlights key financial and estate planning items that you should consider when reviewing your estate plan and related documents. ▸