Insights & News

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.

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.

As the year draws to a close, many donors look for ways to align their giving with both personal values and financial goals. With significant tax law changes set for 2026, now is the time to review your charitable strategy to maximize impact and tax efficiency before year-end.

Active managers’ behavior can reveal valuable signals about market conditions. In this article, we explore how analyzing portfolio actions — such as changes in holdings, position sizes, and investment patterns — can inform asset allocation decisions and potentially enhance overall portfolio performance.

In this webcast from Trusts & Estates journal, experts from Fiduciary Trust of New England and McDonald & Kanyuk discuss the key provisions of the Granite State’s trust laws, the potential impact of the One Big Beautiful Bill, and provide client examples.

As year-end approaches, in addition to the usual advice, including harvesting investment losses, fully funding your retirement plan, and reviewing your open enrollment elections, here are five actions you should consider.