2021 Outlook: A Note from CEO, John Dowd


They say that necessity is the mother of invention. And that was certainly true in 2020. Our lives took an unexpected turn, forcing many of us to get comfortable with online technologies to visit our friends and families, order groceries, collaborate with our colleagues, and stay on top of our financial lives.

And, like many firms, we transitioned to a remote work environment and found new ways to keep our connections with clients strong, despite the distance. We also finalized our acquisitions of Athena Capital and Pennsylvania Trust, hired new talent, and made it easier for you to manage your financial life online, through Fiduciary Trust’s mobile app and online client service.

Despite all the obstacles presented by COVID-19, we moved forward in 2020—managing risk, capturing new investment opportunities, and working remotely with clients to build robust financial plans. Life will undoubtedly take more twists and turns over the course of the next 12 months. But the key to financial success in 2021 will be to keep moving in the right direction.

Your wealth advisors will help you stay on the right path, focus on your goals, fine-tune your financial plan and prepare for the unexpected.

You’ll find lots of actionable ideas in this Outlook, including advice on how to choose the best place to live from a financial point of view, build an estate plan that can weather the storm of changing tax laws, tackle the challenges faced by the “sandwich generation,” and navigate major life transitions. Our investment team leaders offer their outlook for the economy and markets, analyze the strong performance of “sustainable investing” strategies in 2020, and explain how private equity investments can play an important role in your portfolio. We are determined to help you gain new ground and move closer to your goals in 2021.

As always, our primary mission will be to preserve and grow your wealth for generations to come. We wish you and your families the best of health and happiness in the new year.


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