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.
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.
“The rising cost of higher education” narrative that has drawn attention in headlines fortunately does not match the reality of changes over the past decade. However, higher ed financing is still a major expense for families and benefits from thoughtful planning.
In our 2025 Q4 Market Outlook, Fiduciary Trust experts provide our perspective on the economy and markets, including the Trump administration's efforts to influence Fed Policy and potential opportunities in the current market.
Fiduciary Trust Company is honored to have received an award for Best Custodian and High Commendation for Best Fiduciary/Trustee at the 2025 Private Asset Management Awards.
