Investments - Markets
Q3 Market Outlook: Contemplating a Few Big Questions
Our CIO discusses the impressive economic and equity market growth in the first half of the year, as well as the outlook for inflation and our investment perspective by asset class. ▸
Wealth Planning
Changing Your Domicile
This article discusses the differences between domicile and residency in taxation and includes a checklist to help you understand the steps necessary to establish a new domicile. ▸
Investments - Markets
2021 Q2 Market Outlook: How High Is Up?
In our Q2 Market Outlook article, our Chief Investment Officer Hans F. Olsen, CFA, discusses how markets have reacted as investors begin to imagine how “normal” might look. ▸
Retirement
Roth Conversions: Is Now the Time?
Investing with a Roth IRA enables tax-free growth. To take advantage of this benefit, you need to invest after-tax dollars that have been set aside in a retirement savings account. ▸
Next Gen
New Parents: Protecting What Matters Most
This article discusses wealth planning considerations new parents may wish to evaluate, including education funding, employer benefits, and life insurance. ▸
Videos
Wealth Planning Strategies for the Current Environment
The low interest rate environment and potential for income and estate tax changes create challenges and opportunities for specific wealth planning strategies ▸
Information Security
Maximizing Email Security
Dependence on technology, exacerbated by COVID-19, has left some Americans vulnerable to various forms of cyberfraud. This article discusses a few easy steps that can help protect your information security. ▸
Trusts and Estates
New Hampshire’s Trust Advantages
New Hampshire provides distinct advantages for trusts such as no state income tax, directed trusts, perpetual trusts and other benefits. ▸
Investments - Markets
2021 Market Outlook
While financial markets generally recovered from their losses in the first half of 2020 to end the year on a strong note, can this momentum be sustained? Our CIO highlights the key forces likely to drive the economy and markets. ▸
Investments - Strategy
A Strategic Approach to Investment Decisions
In this article, our CIO, Hans Olsen, CFA, discusses our investment approach, which is built around a set of fundamental beliefs that guide our decisions. ▸