Current Economic Trends Informing Financial and Estate Planning Strategies

Nhbr Advertiser Webinar Logo 2

Join Ryan Hanna, Senior Vice President, Deputy Chief Investment Officer & Director of Equities, Cambridge Trust, and Susan Martore-Baker, President, Cambridge Trust New Hampshire, for a look at the biggest factors driving change in today’s markets — including the impact of a government shutdown — and the outlook for stocks, inflation and interest rates. Ryan and Susan will then explore the effect those trends have on individual financial planning, investment planning and estate planning strategies.

Original air date: Thursday, October 12, 2023

Panelists

Susan Martore BakerSusan Martore-Baker 
President 
Cambridge Trust New Hampshire 

Susan is President of Cambridge Trust Company of New Hampshire, where she directs business development and leads the bank’s New Hampshire-based Wealth Management team.

With over 30 years of trust and investment experience, Ms. Martore-Baker is recognized throughout New Hampshire for her work with individuals, corporations, charitable organizations and municipalities to help them identify and achieve their financial goals. Her client-first approach to investing is delivered through strategy, planning and execution that draws upon the expansive resources available at Cambridge Trust.

Ryan HannaRyan Hanna 
Senior Vice President, Deputy Chief Investment Officer & Director of Equities 
Cambridge Trust 

Ryan assists in day-to-day leadership of the investment team and helps set strategic direction for the firm, including asset allocation and portfolio strategy. Ryan serves as the co-portfolio manager of the flagship Core Equity Strategy and the Equity Income Strategy. As the director of equities, he oversees the team of investment analysts and is responsible for coordinating the research efforts, including stock picking and risk management. Ryan also manages client portfolios for individuals, trust and non-profit organizations.

Moderator

Ernestoburden200x200 NhbrErnesto Burden
Vice President and Publisher
Yankee Publishing | New Hampshire Group 

Ernesto has been vice president digital for Newspapers of New England (NNE), group publisher at PennWell,  vice president of digital media for The Telegraph and NH.com and related sites, as well as digital media director for the Rutland Herald and Times Argus newspapers in Vermont, online editor for The Telegraph and NH.com, and a print editor and reporter with daily and weekly newspapers. He’s spent his career at the intersection of publishing, digital evolution and marketing helping both publishers and advertisers maximize their digital visibility. 

More NHBR webinars

Death, Taxes, and Fire Sales: Why Business Transitions Go Wrong and How to Prevent It

What happens to your business if you’re suddenly not there to run it? For too many business owners, the honest answer is: no one really knows, until it’s too late. In this NH Business Review webinar, experienced legal and financial advisors will walk through real-world scenarios where unexpected death or incapacity triggered chaos: forced sales, collapsing valuations, family distress, and millions of dollars lost to unnecessary taxes and rushed decisions.

How NH Businesses Can Navigate Shifting AI Regulation

Artificial intelligence is moving faster than the rules meant to govern it and is being integrated into businesses’ software stacks more deeply every day. That means every business needs to understand the legal implications of using AI. On January 22, NH Business Review will present a practical webinar on how to navigate an AI regulatory environment that is fragmented, shifting, and sometimes contradictory.

Building Trust in Digital Currency: NH Leading the Stablecoin Drive

New Hampshire is working to position itself as a leader in cryptocurrency by facilitating the use of stablecoin, a form of digital currency pegged to the U.S. dollar or other real-world assets. New Hampshire recently has enacted a number of laws laying groundwork for a first-mover position in stablecoin development and digital finance, building on its reputation for forward-thinking laws in areas like trusts and wealth management.

Where the Pipes Are: Keys to Unlocking More Housing and Better Planning

Discover how new statewide water and sewer data in the NH Zoning Atlas can transform housing and planning in New Hampshire. Join NH Business Review and the Initiative for Housing Policy and Practice for a webinar highlighting how this tool streamlines housing development, empowers local leaders, and guides economic growth.

Webinar Sponsor

Cambridgetrust

Business & Service Directory

Contribute

Contribute a story idea, press release, letter to the editor or "The Latest" consideration. Submit