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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
Monday Mar 02, 2020
Monday Mar 02, 2020
Although life as a 60-something varies greatly from person to person, there are common planning considerations, such as retirement timing and lifestyle, asset allocation and income, insurance, estate planning, care and support, and social security. In this podcast, Jody R. King, Vice President and Director of Financial Planning, discusses these and other related topics.
If you are hearing impaired, please view our video with closed captions by filling out the form on our website.
Friday Feb 28, 2020
Friday Feb 28, 2020
The emerging impact of Coronavirus Disease 2019 on China's economy and concerns about the potential economic impact in other countries has resulted in a pullback in the global equity markets. In our latest podcast, Fiduciary Trust Chief Investment Officer Hans Olsen, CFA discusses the current state of the epidemic, the potential impact on the markets for the remainder of the year, and the implications for investment portfolios.
To access an article version of this content, please click here.
Monday Feb 10, 2020
Monday Feb 10, 2020
For families with assets to protect or a desire to pass wealth to future generations, trusts are a common estate planning vehicle. However, many individuals are not aware of the benefits a New Hampshire trust can offer, regardless of a grantor or beneficiary’s state of residence. The advantages range from no state income or capital gains tax to perpetual trusts and beyond.
In this podcast, Thanda Brassard, General Counsel of New Hampshire-chartered Fiduciary Trust of New England, details the benefits of New Hampshire trusts.
Sunday Jan 12, 2020
Sunday Jan 12, 2020
Given the remarkable returns across markets in 2019, is their room for continued growth this year? In our 2020 Market Outlook podcast, President & CEO Austin V. Shapard discusses our views with our Chief Investment Officer Hans F. Olsen, CFA, including the major factors driving the markets last year, the key forces expected to shape 2020’s returns, and our investment perspective by asset class.
If you are hearing impaired, please view our video with closed captions on our website.