Insights

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 on certain trusts. In our video and article, we discuss directed trusts, perpetual or dynasty trusts, decanting trusts, civil law foundations, family trust companies, and more.  ▸

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

The Roles for Active and Passive Investments

In this article, we describe our view of the active versus passive debate, which we don't think has a simple answer and is dependent on the amount of opportunity active managers have and whether they are positioned to take advantage of those opportunities.  ▸

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. ▸

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