17 episodes

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.

Fiduciary Insight‪s‬ fiduciaryinsights

    • Investing
    • 5.0 • 4 Ratings

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.

    New Hampshire's Trust Advantages

    New Hampshire's Trust Advantages

    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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    • 51 min
    2021 Market Outlook

    2021 Market Outlook

    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.
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    • 36 min
    Tracing Your Family Heritage

    Tracing Your Family Heritage

    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.


     
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    • 34 min
    What's Next for the Economy?

    What's Next for the Economy?

    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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    • 38 min
    2020 Q4 Market Outlook

    2020 Q4 Market Outlook

    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. 
     
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    • 25 min
    2020 Q3 Market Outlook and Investing in a Covid World

    2020 Q3 Market Outlook and Investing in a Covid World

    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 & CEOHans F. Olsen, CFA, Chief Investment Officer
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    • 30 min

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