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 ...
Jun 11, 2020•15 min•Season 1Ep. 10
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. Access a written transcript of this podcast Access additional Fiduciary Trust Insights...
May 21, 2020•20 min•Season 1Ep. 9
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. Access a written transcript of this podcast Access additional Fidu...
May 05, 2020•20 min•Season 1Ep. 8
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. Access a written transcript of this podcast Access additional Fiduciary Trust Insights...
Apr 29, 2020•28 min•Season 1Ep. 7
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. Access additional Fiduciary Trust Insights...
Apr 03, 2020•5 sec•Season 1Ep. 6
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. Access additional Fiduciary Trust Insights...
Mar 18, 2020•5 sec•Season 1Ep. 5
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. Access addition...
Mar 02, 2020•16 min•Season 1Ep. 4
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. Acc...
Feb 28, 2020•18 min•Season 1Ep. 3
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 ben...
Feb 10, 2020•18 min•Season 1Ep. 2
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. Access add...
Jan 12, 2020•23 min•Season 1Ep. 1
