As part of our Thought Series®, Cambridge Trust hosts periodic presentations and panels to address timely investment and financial planning issues. Led by our wealth management professionals, these informal gatherings provide a forum for discussion and direct access to our subject experts.

Past Events:

Income Under the Radar:
Where We See Opportunities in Dividend-Paying Stocks

Eric Warasta, Vice President and lead strategist of our Equity Income portfolio, led our discussion around income in the equity markets.

Consumer Trends, Disruptive Innovation, and Investment Implications

Tanya Stavreva, CFA, Vice President and Investment Officer, and Ryan Hanna, Vice President and Investment Officer, led a discussion of evolving and disruptive trends and innovation across the consumer landscape and the implications for investors in 2016 and beyond.

Investment Outlook 2016

Jim Spencer, CFA, SVP and Chief Investment Officer and David Walker, CFA, SVP Investment Officer and Portfolio Manager discussed our Investment Outlook for 2016.

China:
Correction or Crash?

Brian Sokolowski, CFA, Vice President and Investment Officer, led our conversation around how recent developments in the Chinese economy have impacted the global markets and investor confidence.

Interest Rates:
Can We Get Surprised by Higher Rates?

Eric Jussaume, Senior Vice President, Portfolio Manager and Co-Head of Fixed Income, and Kate Hersey, Vice President, Portfolio Manager and Senior Fixed Income Analyst, led our discussion on interest rates, the potential for higher rates, and their impact on fixed income portfolios.

The Decline in Oil Prices:
Is It Sustainable?

Ryan Hanna, Vice President and Investment Officer, led our conversation around declining oil prices and theimplications for the stock market and economy.

Who Can I Turn To?
Financial Guidance When Life Happens

Life does not always turn out as planned. What do you do when the unexpected happens? Who can you turn to for trusted financial guidance? Events we don't see coming: a divorce, additional family responsibilities, or the unexpected death or incapacity of a spouse or partner can turn our emotional and financial life upside down. Cambridge Trust Company's advisors, Julie Alix and David Walker, led a discussion of what you can do when faced with the unexpected.

The Fiscal Cliff and Beyond...
What should you do now?

Cambridge Trust's Chief Investment Officer, Jim Spencer, was joined by a panel of experienced accountants and lawyers to discuss what the new legislation could mean for the economy and financial markets. They also discussed how the new legislation could impact financial and estate planning strategies to preserve, grow, and transfer wealth.

Growing or Selling Your Business:
What the Next Four Years Could Mean

Our panelists discussed their hands-on experience growing and selling businesses using various financing tools to successfully achieve growth objectives. They talked about their perspective on how business owners can tackle the difficult decision to sell their business. Cambridge Trust Company's Andrew Mahoney, commercial lending officer, and David Strachan, wealth advisor, were joined by panelists from CBIZ Tofias, G2 Capital Advisors, and Goulston & Storrs for this lively discussion.

Retirement Plan Benefits:
What You Need to Know Before and During Retirement

Now that 401(k)s, IRAs, and other types of defined contribution plans have become such significant parts of people's wealth, designing retirement and estate plans around those assets is more critical than ever. What are some of the most efficient tax strategies that you should consider for taking distributions when you retire? How can you preserve your retirement plan as an enduring legacy for your spouse and other survivors? What are some of the steps that survivors should take to maximize benefits they inherit from qualified retirement plans? Cambridge Trust Company's advisors, David Strachan and Alice Given, addressed these matters.

Ten Non-Tax Reasons Why You Should Rethink Your Long-Term Financial Plan

Vice president and trust officers Michael P. Panebianco, Susan Chiappisi, and Laura C. McGregor discussed the common misperception that the primary purpose of estate planning is to reduce estate taxes. Saving taxes is important, but it is far from being the only reason to have a sound estate plan. Citing examples from years of experience, trust officers from our Wealth Management Group presented 10 non-tax reasons why individuals should have an estate plan that is updated regularly.

Securities and other investment products are:

Wealth Management Disclosure

 

Contact Us

In Massachusetts call

Erin Cooper

617-503-5285

Edward Fitzgerald

617-441-1484

Kaitlyn Gallagher

617-441-1412

Sara Cohn Sarkis

617-441-1570

William Yates

617-503-4041

In New Hampshire call
Susan Martore-Baker

603-369-5101

Trust Letters

TrustLetters

Our quarterly TrustLetters, written by our Wealth Management Officers, bring you timely advice on investing, tax and estate planning, and fiduciary issues.