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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
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
Access the video version of this podcast (which contains closed captions for the hearing impaired)
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
Access the video version of this podcast (which contains closed captions for the hearing impaired)
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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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Tuesday May 05, 2020
Tuesday May 05, 2020
Dr. Lisa Golding, a Mt. Auburn Hospital physician and Harvard Medical School instructor, shares key steps on how to help minimize your and your family’s risk of contracting COVID-19. Dr. Golding goes beyond the widely-known, high-level guidance, and highlights key issues around proper mask use, how social distancing should vary based on the environment, whether mail and groceries need to be disinfected, and several related areas.
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Tuesday Apr 28, 2020
Tuesday Apr 28, 2020
Fiduciary Trust Company's Chief Operating Officer Rob Jeffers discusses key steps to protect your identity and personal information. He also highlights fraud and phishing scams related to the coronavirus emergency so listeners can better recognize them and avoid being compromised.
To access the related article on our website, please click here.
Friday Apr 03, 2020
Friday Apr 03, 2020
In our Market Outlook podcast, Fiduciary Trust Company President & CEO Austin Shapard and CIO Hans Olsen discuss the current state of the coronavirus, the impact on the markets, and key considerations for investment portfolios going forward.
If you are hearing impaired, please view our video with closed captions on our website.
Wednesday Mar 18, 2020
Wednesday Mar 18, 2020
In our latest podcast, Fiduciary Trust President & CEO Austin V. Shapard and Chief Investment Officer Hans F. Olsen, CFA discuss the current state of the coronavirus pandemic and financial markets as well as the implications for managing investment portfolios.
If you are hearing impaired, please view our video with closed captions on our website.