Philanthropy
Maximizing the Benefits of Donor-Advised Funds
In this webcast from Trusts & Estates journal, experts from Fiduciary Trust Charitable and Fiduciary Trust Company discuss innovative ways to use donor-advised funds to advance charitable giving. ▸
Wealth Planning
Planning with the Massachusetts Millionaire’s Tax
Beginning in 2023, if the taxable income on your Massachusetts income tax return is over $1 million, you will pay an additional 4% tax on the income exceeding the $1 million threshold. This article explores a few planning ideas to potentially decrease the impact of the new tax. ▸
Wealth Planning
Key Year-End Planning Considerations
The approach of year-end presents another opportunity to reassess your tax and financial circumstances and generally take control of your finances. In this article, you will find 12 year-end planning tips to consider. ▸
Investments - Markets
2022 Q4 Market Outlook: Narratives of Hope and Reality
In our 2022 Q4 Market Outlook, CIO Hans Olsen comments on economic signals, central banks and inflation, and portfolio positioning in light of energy shortages overseas. ▸
Trusts and Estates
Choosing the Right Trustee
When creating your estate plan, one of the most important decisions you must make is who will be the trustee of any trusts you create. ▸
Investments - Markets
2022 Q3 Market Outlook
In our 2022 Q3 Market Outlook, CIO Hans Olsen addresses the pernicious monetary phenomenon of inflation against the backdrop of rising interest rates and a continued war in Europe. ▸
Wealth Planning
Five Planning Opportunities for Volatile Markets
Managing emotions during volatile markets can be difficult. As long as an investor has an appropriate plan and asset allocation in place, it is important to stay the course, rebalance portfolios, and take advantage of circumstances as they present themselves. ▸
Information Security
Passwords, Passwords, Passwords
In today's digital world, keeping your information secure from cybercriminals is essential. This article provides an overview of a few things that you can do to protect yourself. ▸
Wealth Planning
The Impact of Divorce on Estate Planning and Wealth Management
In this webcast from Trusts & Estates Magazine, experts from Lindabury, McCormick, Estabrook & Cooper and FTC discuss implications of divorce on estate planning and wealth management. ▸
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. ▸