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.
September 14, 2023
Hans Olsen, CIO, spoke to investors backing off tech stocks in an interview with Bloomberg.
Access the article here.
July 25, 2023
CIO Hans Olsen discussed the stock market rally, as well as persistent recessionary economic indicators, with The Wall Street Journal.
Read the article here.
June 15, 2023
Hans Olsen, CIO, spoke to the broadening of the stock market rally in an interview with The Wall Street Journal.
Read the article here.
June 12, 2023
CIO Hans Olsen joined Bloomberg Radio to discuss favorable sectors in a difficult market.
Access the audio here.
June 8, 2023
Hans Olsen, CIO, spoke to recession indicators in an interview with Reuters.
Read the article here.
June 6, 2023
CIO Hans Olsen was featured on Reuters Video, where he discussed the potential for the US economy to slow down.
Watch the video here.
June 1, 2023
Jody King, Vice President and Director of Wealth Planning, described the decision to self-insure upon retirement in an article with The Wall Street Journal.
Read the article here.
May 24, 2023
Vice President and Investment Officer Katie Collins spoke to philanthropic trends in an interview with InvestmentNews.
Read the full article here.
April 26, 2023
President & CEO Austin Shapard was interviewed by Capital Analytics to discuss FTC’s milestones, understanding client psychology, and his outlook for the industry.
Read the full feature here.
April 17, 2023
Director of Wealth Planning Jody King discussed some of the measures that high earners in MA can take to lessen their tax burden following the passage of the “Millionaires’ Tax”.
Read the full article in Boston Magazine here.
April 6, 2023
Hans Olsen, CIO, was featured on Reuters Video, where he discussed a potential recession and U.S. equities.
Access the segment here.
March 31, 2023
CIO Hans Olsen discussed stock pricing with Reuters in a recent interview.
Read more here.
March 21, 2023
Hans Olsen, CIO, recently joined Bloomberg Baystate to discuss the pace of Fed interest rate increases and outlook for the economy.
Access the segment (starting at 12:35) here.
March 13, 2023
CIO Hans Olsen says the Fed is “between a rock and a hard place” going into next week’s Fed meeting, with topics of inflation and the banking panic on the table.
Read more from Reuters here.
February 17, 2023
Hans Olsen, CIO, recently joined Reuters TV to discuss the factors that could prevent the Fed from reaching their target rate, and the potential for a well-performing market at a rate higher than 2%.
Access the video here.
February 17, 2023
CIO Hans Olsen discussed the January rally of growth stocks, as well as his belief that the gains will reverse on Reuters TV.
Access the video here.
February 6, 2023
Hans, Olsen, CIO, commented on CNBC Pro on the potential for investors to earn a real yield on their cash balances.
Read the article here.
February 4, 2023
CIO Hans Olsen spoke with The Wall Street Journal on the challenges faced by investors when considering ESG investments.
Access the article here.
January 31, 2023
Hans Olsen, CIO, spoke with The Wall Street Journal about the Fed’s first interest rate decision of the year and discussed the possibility of high inflation continuing into 2023.
Read the article here.
January 27, 2023
Chief Investment Officer, Hans Olsen, joined Bloomberg Surveillance: Early Edition to discuss inflation trends, the likelihood of a Fed pivot, and the reopening of the Chinese economy.
Access his segment starting at (1:06) here.
January 24, 2023
Hans Olsen, CIO, commented on concerns facing investors regarding their international strategies.
Read the CIO Magazine article here.
January 23, 2023
Hans Olsen, CIO, joined Bloomberg Radio to discuss his market outlook for 2023.
Listen to the audio here.
January 11, 2023
Vice President and Director of Wealth Planning, Jody King, offered insight on the process of depositing a Schwab settlement check.
Read the Barron’s article here.
January 3, 2023
Hans Olsen, CIO, shared his market outlook for 2023 on Bloomberg Surveillance: Early Edition.
Access the clip beginning at (01:10) here.
January 2, 2023
Hans Olsen, CIO, was featured in an article about the hopes for the market in 2023.
Read The New York Times article here.
December 29, 2022
Hans Olsen, CIO, commented on year-end investor sentiment and expectations in 2023.
Read The Wall Street Journal article here.
December 23, 2022
CIO Hans Olsen discussed Federal Interest Rates and inflation in an interview with
The Wall Street Journal.
Read the article here.
December 21, 2022
Fiduciary Trust Charitable President Todd Eckler explains how to protect charitable contributions before making them.
Read his article in WealthManagement.com
here.
November 22, 2022
In a recent interview with
Forbes Advisor, CIO
Hans Olsen commented on the strong valuation of the US dollar against the UK pound.
Read the
full article here.
October 24, 2022
CIO Hans Olsen joined Bloomberg Surveillance to discuss U.S. markets finding a bottom, the likelihood of a mild recession, and the uncertainties in European markets.
Watch the playback video beginning at (1:12) here.
September 29, 2022
Hans Olsen, CIO of Fiduciary Trust Company, commented on cash allocations given recent market volatility.
Read the Reuters article here.
August 10, 2022
In a recent Barron’s Live segment, Director of Wealth Planning Jody King discussed
the benefits of taking required minimum distributions.
Watch the playback video here.
August 5, 2022
In an interview with
Bloomberg TV, CIO Hans Olsen commented on the U.S. jobs report, his outlook on inflation, and potential lessons to learn from the Bank of England.
Watch the appearance here.
July 19, 2022
CIO of Fiduciary Trust Hans Olsen discussed why companies are conserving their cash in unsettled macroeconomic conditions amid the recent drop in debt issuance.
Read the article from CIO Magazine
here.
July 10, 2022
CIO Hans Olsen commented on expectations for the S&P 500 net profit margin for the second quarter in an interview with The Wall Street Journal.
Read the full article here.
July 7, 2022
Hans Olsen, CIO of Fiduciary Trust, talks about market activity in an interview with
Bloomberg Radio.
Listen here.
June 29, 2022
Head of Client Service and Business Development John Morey spoke with
Bloomberg Baystate Radio
about the value of maintaining a long-term perspective during a market downturn.
Listen here.
June 1, 2022
CIO Hans Olsen commented on the surge in performance of the energy sector in the S&P 500 this year.
Read the
Reuters article here.
May 16, 2022
In a recent article from
MarketWatch, CIO Hans Olsen commented “we are in the early innings of this contest between growth, inflation, Covid, and a market-determined interest rate.”
Access the full commentary here.
April 8, 2022
CIO Hans Olsen spoke to Bloomberg Radio about volatility and investor complacency around geopolitical events.
Listen here.
April 4, 2022
In a recent interview with
Barron’s, Director of Wealth Planning Jody King shared key questions to consider when selling an investment property.
Read the article here.
March 14, 2022
Hans Olsen, CIO, commented on the current market as it relates to the Russia-Ukraine war.
Read the article from
The Wall Street Journal here.
March 7, 2022
CIO Hans Olsen, CFA commented on the current state of the markets in The Wall Street Journal.
Read the article here.
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.