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

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.  ▸


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. ▸


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. ▸

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.  ▸

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