Insights

Wealth Planning

Key Year-End Planning Considerations

The approach of year-end presents another opportunity to reassess your tax and financial circumstances, maximize your employment benefits, and generally take control of your finances. In this article, you will find 11 year-end planning tips to consider.  ▸

Webcasts

Webcast: Tracing your Family Heritage

In this webcast, American Ancestors President & CEO Brenton Simons discusses the benefits of understanding your family roots, whether DNA testing is right for you, and how you may approach this process. ▸

Webcasts

What's Next for the Economy?

Oct 22, 2020: In this webcast, experts from Brookline Bank and Fiduciary Trust Company discuss their outlook on the Massachusetts, U.S, and international economies and markets to help you stay informed and prepared for what may be ahead. ▸

Investments - Markets

2020 Q4 Market Outlook: Parallel Worlds

In our Q4 Market Outlook article and video, our Chief Investment Officer Hans F. Olsen, CFA, explains the disconnect between the economic contraction being felt on Main Street and the rebound on Wall Street engineered by the Fed. ▸

Wealth Planning

Wealth Planning Checklist

Our Financial Planning Checklist highlights key financial and estate planning items that you should consider when reviewing your estate plan and related documents.  ▸

Wealth Planning

Estate Planning With A Vacation Home

Keeping a vacation home in the family requires understanding the next generation’s interests and evaluating the transfer options for the home. ▸

Podcasts

Podcast: Tracing Your Family Heritage

In this podcast, our CIO Hans Olsen and American Ancestors President and CEO Brenton Simons discuss the benefits of understanding your family roots, whether DNA testing is right for you, and how you may approach this process. ▸

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