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 12 year-end planning tips to consider over the next few weeks. ▸
Philanthropy
A Perfect Pair: Private Foundations & Donor-Advised Funds
Private foundation trustees can benefit from understanding the advantages of using donor-advised funds to complement their foundations, or in some cases, converting the foundation to a donor-advised fund. ▸
Investments - Markets
Q4 Outlook: Escape Velocity - The Interest Rate Challenge
In our Q4 2019 Market Outlook, Chief Investment Officer Hans Olsen, CFA, explains the potential consequences of a prolonged period of low rates for the economy and various asset classes. ▸
Wealth Planning
Key Planning Considerations in Your Sixties
Although life as a 60-something varies greatly from person to person, there are common considerations, such as retirement, asset allocation and income, insurance, estate planning, care and support, and social security. ▸
Investments - Markets
2019 Q3 Market Outlook: The Divergent Market
In our Q3 Market Outlook, Chief Investment Officer Hans Olsen, CFA, discusses why this may be a challenging summer for the stock market, despite the continued strength of the economy. ▸
Wealth Planning
Estate Planning for Art and Personal Property
Tangible personal property – that is, property (other than land or buildings) that you can see or touch – is a special asset class in many estates. ▸
Trusts and Estates
The Benefits of NH Civil Law Foundations
New Hampshire is a leading jurisdiction for civil law foundations, which can be appealing to U.S.-based families seeking to set up private family trust companies as well as to international families. ▸
Investments - Markets
2019 Q2 Market Outlook: Late Cycle to Next Cycle
In our Q2 Market Outlook, Chief Investment Officer Hans Olsen, CFA discusses factors that are likely to determine how the economy and markets will unfold for the rest of 2019. ▸
Trusts and Estates
New Hampshire's Favorable Trust Environment
New Hampshire provides distinct advantages for trusts such as no state income tax on certain trusts. Read our article to learn more about directed trusts, perpetual or dynasty trusts, decanting trusts, civil law foundations, family trust companies, and more. ▸
Investments - Markets
2019 Market Outlook
While the economy remained strong in 2018, the year ended with most asset classes down. In our Market Outlook article and video we recap the key economic and market developments from the past year and share our 2019 forecasts. ▸