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.  ▸

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. ▸

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. ▸

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. ▸

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