2024 Q2 Fiduciary Perspective

Our second quarter 2024 Fiduciary Perspective includes our Q2 2024 Market Outlook: Great Expectations and Calendar Watching, an article about Planning Opportunities Before the Tax Cuts and Jobs Act Sunset, a recap of News & Notes, and a letter honoring Thanda Fields Brassard.

In the Q2 2024 edition of Fiduciary Perspective, we cover the following topics:

  • Q2 2024 Market Outlook: Great Expectations and Calendar Watching
  • Planning Opportunities Before the Tax Cuts and Jobs Act Sunset
  • News & Notes
  • Remembering Thanda Fields Brassard

Most of the articles are available individually on our website. Please click below to view a pdf version of Fiduciary Perspective.

The opinions expressed in this publication are as of the date issued and subject to change at any time. Nothing contained herein is intended to constitute legal, tax or accounting advice and clients should discuss any proposed arrangement or transaction with their legal or tax advisors.

Stay Updated with our Newsletter

Sign up for the latest insights & news

Investments – Markets

2024 Q2 Market Outlook: Great Expectations and Calendar Watching

Hans Olsen, Fiduciary Trust Company’s Chief Investment Officer, provides perspective on the economy and markets, a look ahead at the rest of 2024, and our outlook by asset class in the 2024 Q2 Market Outlook.
Trust and Estates

Planning Opportunities Before the Tax Cuts and Jobs Act Sunset

Now is the time to begin reviewing the details of your estate plan and personal tax situation to optimize your tax savings before the December 31, 2025 sunset.

Talk to a Fiduciary Trust Advisor