Insights

Philanthropy

Maximizing the Benefits of Donor-Advised Funds

In this webcast from Trusts & Estates journal, experts from Fiduciary Trust Charitable and Fiduciary Trust Company discuss innovative ways to use donor-advised funds to advance charitable giving.  ▸

Wealth Planning

Planning with the Massachusetts Millionaire’s Tax

Beginning in 2023, if the taxable income on your Massachusetts income tax return is over $1 million, you will pay an additional 4% tax on the income exceeding the $1 million threshold. This article explores a few planning ideas to potentially decrease the impact of the new tax. ▸

Wealth Planning

Key Year-End Planning Considerations

The approach of year-end presents another opportunity to reassess your tax and financial circumstances and generally take control of your finances. In this article, you will find 12 year-end planning tips to consider.  ▸

Trusts and Estates

Choosing the Right Trustee

When creating your estate plan, one of the most important decisions you must make is who will be the trustee of any trusts you create. ▸

Investments - Markets

2022 Q3 Market Outlook

In our 2022 Q3 Market Outlook, CIO Hans Olsen addresses the pernicious monetary phenomenon of inflation against the backdrop of rising interest rates and a continued war in Europe.  ▸

Wealth Planning

Five Planning Opportunities for Volatile Markets

Managing emotions during volatile markets can be difficult. As long as an investor has an appropriate plan and asset allocation in place, it is important to stay the course, rebalance portfolios, and take advantage of circumstances as they present themselves. ▸

Information Security

Passwords, Passwords, Passwords

In today's digital world, keeping your information secure from cybercriminals is essential. This article provides an overview of a few things that you can do to protect yourself.  ▸

Podcasts

Podcast: Market Outlook Series

Chief Investment Officer Hans F. Olsen, CFA shares our latest views on the economy and markets in our quarterly market outlook podcasts. ▸

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