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.
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.
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.
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.
Fiduciary Trust Company is honored to have received an award for Best Fiduciary/Trustee and Best Custodian at the 2026 Private Asset Management Awards.
Fiduciary Trust Company (“Fiduciary”) is proud to announce that its Chief Fiduciary Officer, Suma V. Nair, will serve as President of the Boston Bar Association (BBA) for the 2025-26 fiscal year.
