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Hear Fiduciary Trust's insights on the global economy and markets as well as our perspective on financial, retirement & estate planning, trusts, philanthropic planning, next gen education, and other topic areas. (c) Fiduciary Trust Company.
Episodes
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
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
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.
Tuesday Nov 17, 2020
Tuesday Nov 17, 2020
Interest in understanding one's family history and legacy has grown dramatically over the past several years, propelled by DNA testing and accelerated by pandemic-driven curiosity.
In this podcast, American Ancestors President & CEO Brenton Simons will discuss the benefits of understanding your family roots, whether DNA testing is right for you, and how you may approach this process. In addition, Fiduciary Trust's CIO Hans Olsen will highlight his personal experience uncovering his family history.
Thursday Oct 22, 2020
Thursday Oct 22, 2020
The pandemic has resulted in a challenging economic landscape for many businesses and individuals. At the same time, after a second quarter disruption, the financial markets rebounded and several markets have reached new highs, raising questions about the potential for another market downturn.
In our podcast, experts from Brookline Bank and Fiduciary Trust Company discuss their outlook on the economy and markets and help you stay informed and prepared for what may be ahead.
The panelists are for this podcast are:
- Darryl Fess, President and CEO, Brookline Bank
- Austin Shapard, President and CEO, Fiduciary Trust Company
- Hans Olsen, Chief Investment Officer, Fiduciary Trust Company
- Robert Rose, Chief Credit Officer, Brookline Bank
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Tuesday Oct 13, 2020
Tuesday Oct 13, 2020
In our Q4 Market Outlook podcast, Fiduciary Trust Company President & CEO Austin Shapard and CIO Hans Olsen discuss topics that include the disparities within equity markets, the impact of this year's Fed actions on future investment opportunities and our perspective by asset class.
Tuesday Jul 14, 2020
Tuesday Jul 14, 2020
The first half of 2020 brought with it all time highs in many equity markets, as well as multi-year lows, as the pandemic unfolded. In this podcast, we discuss the near-term outlook for the market as economies are opening up, as well as the longer-term implications for the economy and markets. In addition, we highlight investment opportunities that have presented themselves as a result of the current environment.
The panelists are two of Fiduciary Trust Company’s experts:
Austin V. Shapard, President & CEO
Hans F. Olsen, CFA, Chief Investment Officer
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Friday Jun 26, 2020
Friday Jun 26, 2020
The pandemic has created financial and service delivery challenges for most nonprofits, while the need for many of their services has increased significantly. In this podcast, we discuss innovative strategies nonprofits are taking during the pandemic, steps donors can take to enhance the resiliency of the organizations they support, charitable options for helping those most affected by the current environment, and special tax incentives for charitable giving.
The panelists include:
Todd Eckler, Executive Director, Fiduciary Trust Charitable (ftcharitable.org)
Kate Guedj, SVP and Chief Philanthropy Officer, The Boston Foundation (tbf.org)
John LaFleur, Managing Director, Strategic Philanthropy Ltd. (stratphilanthropy.com)
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Disclosure: The opinions expressed in this material are as of the date issued and subject to change at any time. The views of the panelists are their own and may not represent the opinions of Fiduciary Trust.
Nothing contained herein is intended to constitute investment, legal, tax or accounting advice and you should discuss any proposed arrangement or transaction with your investment, legal or tax advisors.
Thursday Jun 11, 2020
Thursday Jun 11, 2020
While the current environment presents numerous challenges, there are also a number of advantageous income and estate tax strategies that are now available. In addition, many individuals are reassessing their personal and financial priorities. In this podcast, you will hear two award-winning experts highlight key financial and wealth transfer tax strategies to help listeners take control of their finances.
Panelists:
Jody R. King, JD, CPA, Director of Financial Planning at Fiduciary Trust
Stacy K. Mullaney, JD, Chief Fiduciary Officer at Fiduciary Trust
Thursday May 21, 2020
Thursday May 21, 2020
Fiduciary Trust Chief Investment Officer Hans F. Olsen, CFA discusses the current state of the economy and markets, the likelihood of another material near-term stock market drop, and our views on the pace of economic recovery. He also highlights investment opportunities that are presenting themselves in the current environment.
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