Fiduciary Insights

New Hampshire offers some of the most favorable trust laws in the nation, providing meaningful benefits to individuals and families across the country. The recently enacted One Big Beautiful Bill (OBBB) introduces important updates that may influence trust and estate planning strategies.  In this podcast from Trusts & Estates journal and sponsored by Fiduciary Trust of New England, leading experts explore the advantages of New Hampshire trust laws, the potential impact of the OBBB, and examples of how these laws can create lasting value for families. 

Despite continued headlines around inflation and policy uncertainty, markets have shown remarkable strength, with most asset classes near record highs. In our latest Market Outlook podcast, we examine the forces likely to guide markets through the remainder of the year.   View the video version here on our website. 

Markets experienced volatility during the first half of the year, but the quarter closed with solid gains across major asset classes. In our latest Market Outlook podcast, we explore the key drivers influencing the economy and markets, as well as the opportunities and risks we anticipate for investors.  

In our April 16, 2025 Market Outlook webinar, we discussed the current state of key Trump administration policy decisions, and our views on the direction of the economy and financial markets.  

While 2024 provided strong returns across major asset classes, many investors are wondering what may lie ahead for 2025. In our 2025 Market Outlook podcast, we highlight our latest views on the economy and financial markets including the direction of the economy and markets given market valuations, potential Trump Administration policies, and portfolio implications.    View the video version here with closed captions.  

In our recent Market Outlook podcast, we highlight our latest views on the economy and financial markets including the potential for a soft landing in the economy, the expected magnitude of future Fed Funds rate cuts, and key investment opportunities across markets. In this podcast, Patrick Donlon, CFA, CFP, Fiduciary's Investment Department Co-Head, presents our latest views and is joined by Austin V. Shapard, President & CEO for Q&A.   

Fiduciary's Head of Manager Research and Due Diligence, Harison Sidhu, CFA. discusses how Fiduciary identifies quality managers, our views on active vs. passive management, and how we monitor managers and what factors cause us to change a manager.    Watch the video with closed captions here. 

In our latest Market Outlook podcast, Fiduciary's Chief Investment Officer, Hans F. Olsen, CFA, outlines the key factors affecting the economy and markets including state of the economy and markets, market concentration, and policy, politics and the markets.    Watch the video version here with closed captions.

Despite uncertainty around central bank policies, geopolitical events, and the election, returns were largely positive across major financial markets last quarter. In our latest Market Outlook podcast, Fiduciary's Chief Investment Officer, Hans F. Olsen, CFA, provides our perspective on the economy, the markets, and what may lie ahead this coming quarter.   

The economy and markets performed better in 2023 than many expected at the beginning of the year. In our 2024 market outlook podcast, Fiduciary's Chief Investment Officer, Hans F. Olsen, CFA, outlines key forces that are likely to shape the financial markets this year and shares key considerations for investment portfolios. In addition, Hans is joined by Fiduciary's President & CEO, Austin V. Shapard, to discuss topics on the minds of investors. 

Going into the final months of the year, there are some key questions on many minds about where the economy and markets are headed. In our latest Market Outlook podcast, Fiduciary's Chief Investment Officer, Hans F. Olsen, CFA, discusses the state of the markets, the risk of a potential near-term recession, interest rates and inflation, and investment opportunities in the current environment. 

Rising equity markets, along with increasing interest rates and tightening credit conditions have many investors questioning how these trends will play out in the second half of the year. In our Q3 Market Outlook podcast, Fiduciary's Chief Investment Officer Hans F. Olsen, CFA provides our perspective on the economy and markets as well as our outlook by asset class.    

The Granite State arguably has the best trust laws in the country, backed by a legislature with a history of staying on the forefront of advantageous trust laws. NH trusts are available to families nationwide and internationally, and their use can deliver tremendous benefits in tax savings, asset protection, and multi-generational asset transfer. They also permit directed trusts, where a grantor’s existing financial advisor can manage trust assets, while the trust administration is provided by a NH-based trust company. In this podcast from Trusts & Estates journal, experts from Fiduciary Trust of New England and Holland & Knight discuss the key provisions of the Granite State’s trust laws, provide client examples, and address audience questions.   View the Video Version Here

Last quarter, markets were broadly higher across major asset classes, although there are key economic and financial market concerns to monitor. In our Q2 Market Outlook podcast, our Chief Investment Officer Hans F. Olsen, CFA shared our perspective on the outlook for inflation and economic growth, the resiliency of the labor market, the probability of a recession, and our outlook by asset class.   View the Video Version

In our 2023 Market Outlook podcast, Fiduciary's Chief Investment Officer, Hans F. Olsen, CFA, provides our latest views on the areas of strength and recession risk in the economy, the underlying drivers of last year's market declines and expectations for 2023, and the outlook for inflation and interest rates. Hans is also joined by Fiduciary's President & CEO, Austin V. Shapard for a discussion of key market questions.   View the video version here View other insights    For more information on Fiduciary Trust, visit FidTrustCo.Com

Donor-advised funds (DAFs) have grown tremendously over the past decade, and play a major role in funding a variety of charitable causes. Much of this rapid growth has been driven by the low cost, flexibility and other advantages of DAFs over private foundations and other giving vehicles. In this podcast 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. The topics discussed include when to use a donor-advised fund relative to a private foundation, how to convert a private foundation to a donor-advised fund, strategies to maximize the tax benefits of using DAFs, and innovative giving vehicles, such as the Fiduciary Flexible Endowment Fund™ and Fiduciary Restricted.  View the video version here.  

Last quarter, rising interest rates and inflation were at the forefront of the economy and markets. In our Q4 Market Outlook podcast, our Chief Investment Officer, Hans F. Olsen, CFA, discusses the current health of the U.S. economy, the outlook for inflation and interest rates, the likelihood of a recession, and our outlook for the financial markets. In addition, Hans discusses a few timely investment questions with our President & CEO, Austin V. Shapard.    View the video version here View other insights    For more information on Fiduciary Trust, visit FidTrustCo.Com

This past quarter has raised many questions about the direction of the economy and markets as inflation rages and interest rates rise. In our Q3 Market Outlook podcast, our Chief Investment Officer Hans F. Olsen, CFA shares our perspective on the outlook for inflation and economic growth, whether now is a good time to buy, the current state of interest rates, and our investment outlook by asset class. In addition, Hans discusses a few timely investment questions with our President & CEO, Austin V. Shapard.    View the video version here View other insights 

May 12, 2022 - In a discussion with Robin Abbott, CEO of the New Hampshire Society of CPAs, our Chief Investment Officer Hans F. Olsen, CFA discusses the current state of the economy and markets. 

In this replay of our May 5, 2022 Market Outlook presentation, Fiduciary Trust’s Chief Investment Officer Hans F. Olsen, CFA discusses the key forces driving the market, and Fiduciary’s investment perspective on major asset classes. Watch the Video Version Here