Insights & News

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

American Flag Oil and the Markets American Flag Oil and the Markets
Investments – Markets

A Market in Transition: 2026 Q2 Outlook on Geopolitics, AI, and Credit Markets

Volatility has returned to markets as investors weigh geopolitical risk, rapid advances in artificial intelligence, and growing questions around private credit. In our second quarter Market Outlook, we share Fiduciary's perspective on what has driven recent market moves and how we are thinking about risk, opportunity, and long‑term positioning.
Filter list
Reset all
21
American Flag Oil and the Markets

A Market in Transition: 2026 Q2 Outlook on Geopolitics, AI, and Credit Markets

Volatility has returned to markets as investors weigh geopolitical risk, rapid advances in artificial intelligence, and growing questions around private credit. In our second quarter Market Outlook, we share Fiduciary's perspective on what has driven recent market moves and how we are thinking about risk, opportunity, and long‑term positioning.
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.