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. ▸
Wealth Planning
Choosing the Best Charitable Giving Approach
In this video and paper, we describe and compare six different charitable giving approaches. ▸
Investments - Markets
2018 Q4 Market Outlook: Taking Stock of the Aging Bull Market
In our Q4 2018 Market Outlook, we highlight the strengths of the economy and market underpinnings as well as the potential for increased market volatility. ▸
Wealth Planning
Elder Care: Living, Financial and Estate Planning
In this video, an expert panel offers guidance on important senior planning topics and factors to consider when preparing for the later years of retirement. ▸