Insights

Investments - Markets

Q2 Market Outlook: How High Is Up?

In our Q2 Market Outlook article, our Chief Investment Officer Hans F. Olsen, CFA, discusses how markets have reacted as investors begin to imagine how “normal” might look. ▸

Retirement

Roth Conversions: Is Now the Time?

Investing with a Roth IRA enables tax-free growth. To take advantage of this benefit, you need to invest after-tax dollars that have been set aside in a retirement savings account. ▸

Information Security

Maximizing Email Security

Dependence on technology, exacerbated by COVID-19, has left some Americans vulnerable to various forms of cyberfraud. This article discusses a few easy steps that can help protect your information security. ▸

Trusts and Estates

New Hampshire’s Trust Advantages

New Hampshire provides distinct advantages for trusts such as no state income tax on certain trusts. In our video and article, we discuss directed trusts, perpetual or dynasty trusts, decanting trusts, civil law foundations, family trust companies, and more.  ▸

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? Our CIO highlights the key forces likely to drive the economy and markets. ▸

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