Episodes
Thursday May 19, 2022
2022-05 Market Outlook - New Hampshire Society of CPAs
Thursday May 19, 2022
Thursday May 19, 2022
May 12, 2022 - In a discussion with Robin Abbott, CEO of the New Hampshire Society of CPAs, our Chief Investment Officer Hans F. Olsen, CFA discusses the current state of the economy and markets.
Monday May 09, 2022
2022-05 Market Outlook Presentation
Monday May 09, 2022
Monday May 09, 2022
In this replay of our May 5, 2022 Market Outlook presentation, Fiduciary Trust’s Chief Investment Officer Hans F. Olsen, CFA discusses the key forces driving the market, and Fiduciary’s investment perspective on major asset classes.
Monday Jan 10, 2022
2022 Market Outlook: Definitively Uncertain
Monday Jan 10, 2022
Monday Jan 10, 2022
Last year was an excellent one for developed equity markets, while Treasury bonds were unable to deliver yields in excess of the inflation rate. So where are the economy and markets headed from here? In our 2022 Market Outlook podcast, Fiduciary Trust President & CEO Austin V. Shapard and CIO Hans F. Olsen, CFA discuss key drivers and market performance for 2021, the impact the evolving pandemic may have on economic growth this year, the outlook for inflation and our investment outlook by asset class.
Tuesday Oct 26, 2021
Developing a Charitable Giving Strategy
Tuesday Oct 26, 2021
Tuesday Oct 26, 2021
This podcast is focused on helping individuals, foundations and corporate grantmakers increase the impact of their charitable giving through enhancing their charitable strategies and grantmaking processes. In this podcast, we discuss the benefits of establishing a giving strategy, advice on each step in the giving strategy process, guidance on developing an ongoing grantmaking process, and resources (downloads and organizations) to help with your grantmaking activities
The discussion is moderated by Todd Eckler, Executive Director of Fiduciary Trust Charitable, the sponsor of flexible, advisor-managed donor-advised funds. He is joined by Betsy Brill, President of Strategic Philanthropy, Ltd., a leading philanthropic consulting firm she co-founded over 20 years ago.
Tuesday Oct 12, 2021
Q4 Market Outlook: The Art of Storytelling
Tuesday Oct 12, 2021
Tuesday Oct 12, 2021
After a strong first half of the year, developed equity markets paused in the third quarter as Covid cases rose and U.S. policy uncertainties weighed on investors. In our Q4 Market Outlook podcast, Fiduciary Trust's President & CEO, Austin V. Shapard, and Chief Investment Officer, Hans F. Olsen, CFA, discuss the current economic landscape and the expected drivers of future growth, the potential impact of proposed federal tax law changes and possible reduction in Federal Reserve asset purchases, the current level of the market and potential risks, and our investment outlook by asset class.
Monday Jul 12, 2021
2021 Q3 Market Outlook
Monday Jul 12, 2021
Monday Jul 12, 2021
As COVID-19 cases decline in many areas of the world, the gradual reopening of businesses has had a positive effect on the economy and equity markets. In our Q3 Market Outlook podcast, our President & CEO, Austin V. Shapard, is joined by our Chief Investment Officer, Hans F. Olsen, CFA, to share our perspective on the current state of global vaccination efforts and the outlook for economic growth, the price of equities and how the U.S. compares to other regions, the outlook for inflation and interest rates, and our investment perspective by asset class
Tuesday Apr 20, 2021
2021 Q2 Market Outlook: How High is Up?
Tuesday Apr 20, 2021
Tuesday Apr 20, 2021
After a surprisingly strong 2020 in the markets in the wake of the pandemic, most equity asset classes have continued to appreciate in 2021. The economy has also been regaining footing, benefitting in part by aggressive fiscal stimulus and monetary policies. In our Q2 Market Outlook, our President & CEO, Austin V. Shapard, and our Chief Investment Officer, Hans F. Olsen, CFA, share our perspective on the likely trajectory of economic recovery, the potential impact of proposed changes in federal tax policies on the markets, and our investment outlook by asset class.
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Tuesday Mar 02, 2021
Wealth Planning Strategies for the Current Environment
Tuesday Mar 02, 2021
Tuesday Mar 02, 2021
The combination of near record-low interest rates, the prospect of higher income and estate tax rates, and the changing of personal goals for some, presents an opportune time to reassess your wealth plan. In this podcast, Fiduciary Trust's Head of Wealth Planning, Jody R. King, JD, CPA, provides her thoughts on attractive wealth transfer strategies that benefit from the low rate environment, approaches to mitigate the impact of potentially higher income and estate taxes, and key financial and estate planning elements of a robust wealth plan.
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Wednesday Feb 17, 2021
New Hampshire's Trust Advantages
Wednesday Feb 17, 2021
Wednesday Feb 17, 2021
New Hampshire has some of the most favorable trust laws in the country which can benefit individuals from across the U.S. and abroad. They include no state income and capital gains tax, asset protection, and a number of other valuable features.
In this podcast, you will learn about the key benefits of New Hampshire’s trust laws, how New Hampshire compares to other trust-favorable states, the outlook for further advancement of New Hampshire’s trust laws, and steps to establish a trust in, or migrate a trust to New Hampshire.
You will hear from two leading experts on New Hampshire trusts:
Thanda Brassard, JD: General Counsel and Director of Fiduciary Trust of New England
Steve Burke, JD, CPA: Director of Tax, Trust & Estates, and Corporate Departments of McLane Middleton
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Tuesday Jan 12, 2021
2021 Market Outlook
Tuesday Jan 12, 2021
Tuesday Jan 12, 2021
While the financial markets faced extreme volatility in 2020, they ended the year on a strong note. Can this momentum be sustained? In our 2021 Market Outlook, President & CEO Austin V. Shapard discusses our views with our Chief Investment Officer Hans F. Olsen, CFA, including the current state of the economy and financial markets, the key forces expected to shape 2021's returns, potential impacts of the new presidential administration, and our investment perspective by asset class.