News
Fiduciary Trust Experts in the News
At Fiduciary Trust, our industry-recognized experts and investment officers help our clients stay one step ahead. We have specialist teams in wealth planning, investment management, trust & estates, philanthropy, tax, custody, and other areas. Given the depth of our expertise, our officers are regularly engaged in speaking events and sought out by the media for their views, some examples of which are illustrated below.
November 9, 2021
CIO Hans Olsen, CFA discussed the Fed’s announcement to scale back its monthly bond purchases and what this means for interest rates.
Read the Barron’s PENTA feature article here.
November 8, 2021
Hans Olsen, CIO, joined Bloomberg Baystate Radio to discuss market highs and where they are moving in the week ahead.
Listen here.
October 27, 2021
Jody King, Director of Wealth Planning, discussed six tax-conscious planning moves for advisors to consider before the end of 2021.
Read the Financial Advisor Magazine article here.
October 20, 2021
CIO Hans Olsen appeared on Bloomberg Baystate Radio to discuss market moves in the wake of inflation trends, Fed tapering, and corporate earnings.
Listen to his commentary here.
October 1, 2021
Director of Wealth Planning Jody King discussed the importance of sticking to a thoughtful investment thesis even in the wake of possible tax changes.
Read The Wall Street Journal article here.
September 23, 2021
CIO Hans Olsen joined Reuters TV to share his thoughts on a market pullback, China Evergrande, and potential market trends.
Watch here.
September 21, 2021
Jody King, Director of Wealth Planning, spoke to MarketWatch about the advantages of tax-free growth offered through Roth 401(k) plans ahead of potential changes to tax policy.
Read the article here.
September 13, 2021
Director of Wealth Planning Jody King discussed potential tax law changes with the potential elimination of the step-up rule during a conversation with Barrons.
Read the article here.
July 30, 2021
Fiduciary Trust Charitable’s Executive Director Todd Eckler shared his thoughts on the new trend emerging that uses cryptocurrency for nonprofit donations.
Read The New York Times article here.
July 19, 2021
CIO Hans Olsen, CFA, discussed the market decline amidst the Coronavirus Delta variant emergence with The Wall Street Journal.
Read the full article here.
July 15, 2021
Director of Wealth Planning Jody King discussed the new Social Security statements and how they can be beneficial for clients with ThinkAdvisor.
Read the article here.
July 12, 2021
CIO Hans Olsen, CFA, appeared on Bloomberg Baystate Radio to discuss market trends, COVID-19 vaccinations, and the impact of the pandemic on the market reopening.
Listen here.
May 26, 2021
CIO Hans Olsen, CFA, appeared on Bloomberg Radio to discuss the global reopening, inflation, and the performance of equities.
Listen here.
May 11, 2021
Director of Wealth Planning Jody King discussed tax planning strategies, such as using trusts to mitigate tax burdens, with Financial Planning.
Read the full article here.
April 5, 2021
CIO Hans Olsen, CFA, joined Fred Katayama of Reuters to give his perspective on the robust numbers underlying the optimism displayed in the markets.
Watch here.
March 26, 2021
CIO Hans Olsen, CFA, appeared on Bloomberg Radio to share his thoughts on market trends as well as his own investing outlook.
Listen here.
February 19, 2021
CIO Hans Olsen, CFA, appeared on Bloomberg Baystate Business to discuss highlights and implications of the week in the markets.
The interview replay begins at (22:51). Listen here.
February 1, 2021
CIO Hans Olsen, CFA, was featured on Reuters TV. On GameStop and silver, he cautioned that investors should beware whenever a group of traders tries to intentionally pump up a stock or an asset class.
Watch here.
January 27, 2021
CIO Hans Olsen, CFA, weighed in on the GameStop frenzy in The Wall Street Journal, likening the recent activity to century-old pump-and-dump schemes of the 1920s.
Read the full article here.
January 13, 2021
Director of Wealth Planning Jody King, JD, CPA shared tax planning tips with Family Wealth Report. She discussed tax strategies, including SLAT and GRAT structures, as well as Roth conversions.
Read the full article here.
December 30, 2020
CIO Hans Olsen, CFA, was featured on Reuters TV, where he shared his view on why investors should consider boosting exposure to emerging markets and developed international markets in 2021.
Watch here.
November 12, 2020
CIO Hans Olsen, CFA, appeared on Bloomberg Radio to discuss the W-shaped economic recovery and the coming stimulus.
Listen here.
November 2, 2020
CIO Hans Olsen, CFA, was quoted in The Wall Street Journal, sharing his thoughts on a market rally in the lead up to the federal elections. “It’s a bit of a relief rally,” he told the Journal.
Read the full article here.
October 16, 2020
CIO Hans Olsen, CFA, appeared on Bloomberg Baystate Business to discuss the implications for Covid-19 and the coming federal elections on the markets.
The interview replay begins at (39:50). Listen here.
August 28, 2020
CIO Hans Olsen, CFA, appeared on Bloomberg Baystate Business to recap the week in markets and discussed what may be in store for the fall. The interview replay begins at (1:02:53).
Listen here.
July 13, 2020
CIO Hans Olsen, CFA, was interviewed on Bloomberg Radio, where he discussed his market and investment outlook, coronavirus fiscal policy, and the upcoming election.
Listen here.
July 27, 2020
CIO Hans Olsen, CFA, was quoted in Bloomberg Markets, where he shared his thoughts on where to invest in 2020.
Read the full article online here.
May 4, 2020
CIO Hans Olsen, CFA, shared his take on the market’s comeback with Reuters, reflecting on the recent market rally in light of underlying economic risks.
Read the full article online here.
March 30, 2020
CIO Hans Olsen, CFA, joined Yahoo! Finance’s The Final Round to share why he is “cautiously optimistic” in his market outlook on Monday.
Watch the clip.
March 26, 2020
CIO Hans Olsen, CFA, joined Bloomberg Radio to examine what the Fed’s actions could mean for economic recovery.
Listen to the clip (32:01).
March 25, 2020
CIO Hans Olsen, CFA, appeared on Bloomberg Radio to discuss what the path to an economic recovery could look like.
Listen here.
March 6, 2020
CIO Hans Olsen, CFA, spoke to MarketWatch regarding the shocks to the stock market amid the spread of the coronavirus. “There is an element to this that’s like dynamite fishing,” he noted.
Read the full article online here.
February 26, 2020
CIO Hans Olsen, CFA, shared his thoughts with Reuters on the tech sector’s performance in response to global health concerns.
Read the full article online here.
January 12, 2020
CIO Hans Olsen, CFA, discussed market expectations with The Boston Globe, commenting on how geopolitical concerns affect the stock market.
Read the full article online here.
January 11, 2020
Director of Wealth Planning Jody King, JD, CPA shared retirement planning tips in Barron’s article, “Cognitive Decline Shouldn’t Derail Retirement Planning. Here Are Some Tips to Prepare Your Finances.”
Read the full article here.
January 1, 2020
CIO Hans Olsen, CFA, weighed in on negative interest rates in The Wall Street Journal, sharing his observations on the long-term economic impacts of negative interest rates as Americans grapple with structural reforms to boost economic growth.
Read the full article here.
December 13, 2019
CIO Hans Olsen, CFA, discussed year-end money moves with Reuters, commenting on tax-loss harvesting, a key step for many in year-end financial planning ahead of the New Year.
Read the full article here.
October 31, 2019
CIO Hans Olsen, CFA, weighed in with a global perspective in a Wall Street Journal article, noting that the latest earnings season has highlighted the strength of the U.S. economy relative to others around the world.
Read the full article here.
October 2, 2019
CIO Hans Olsen, CFA, discussed some of the various factors affecting markets in The Boston Globe, sharing his take on the “trifecta” affecting the stock market, from the U.S./China trade war to the presidential impeachment inquiry.
Read the full article here.
April 21, 2019
CIO Hans Olsen, CFA, shared his tips to help retirees invest in an environment of low interest rates in The Wall Street Journal.
Read the full article here.
March 25, 2019
Director of Wealth Planning Jody King, JD, CPA discussed the best practices for retirement taxes with Money magazine, sharing practical tips to optimize benefits while meeting all relevant requirements.
Read the full article here.
January 8, 2019
CIO Hans Olsen, CFA, shared his perspective with Reuters as some investors fear a U.S. profit drop in response to oversees market impacts. “Earnings recessions are exceptionally rare outside of an economic recession,” he commented.
Read the full article here.