Insights & News

Access key insights from our experts as well as our latest news.

Pat Donlon and Austin Shapard Pat Donlon and Austin Shapard
Investments – Markets

2026 Market Outlook: Opportunity, Dispersion, and Policy Crosscurrents

In our 2026 Market Outlook, Fiduciary Trust experts provide our perspective on the economy and markets, including the growing return dispersion across major tech companies, and the role of AI and international equities in driving the market.
Filter list
Reset all
21
Couple Outside

Estate Planning Guides

Download two complimentary guides designed to help you understand the essentials of estate planning and the advanced strategies often used by high-net-worth families as complexity grows.
Mike Costa

How Advisors Can Work with Trust Companies to Benefit Their Clients

In an interview with The Wealth Advisor, President & CEO of FTNE Mike Costa, explains how trust capabilities and the right partner can strengthen advisor relationships.
A woman writing on a piece of paper

A 401(k) Left Behind: Is a Rollover to an IRA Right for You?

When you leave an employer, deciding what to do with a former 401(k) is an important — but often overlooked — choice that should be evaluated in the context of your broader financial plan.

2026 Q1 Fiduciary Perspective

Our Q1 Fiduciary Perspective includes our 2026 Market Outlook: Opportunity, Dispersion, and Policy Crosscurrents, Can I Count on Social Security in Retirement?, a recap of our News & Notes, and a letter from our President & CEO, Austin Shapard.

Can I Count on Social Security in Retirement?

Concerns about the long-term sustainability of Social Security and Medicare are growing as rising deficits, demographic shifts, and escalating healthcare costs strain their financial outlook. While these programs are likely to persist, their structure and financing may evolve, making it important to consider these risks as part of long-term retirement planning.
Pat Donlon and Austin Shapard

2026 Market Outlook: Opportunity, Dispersion, and Policy Crosscurrents

In our 2026 Market Outlook, Fiduciary Trust experts provide our perspective on the economy and markets, including the growing return dispersion across major tech companies, and the role of AI and international equities in driving the market.