Actionable Ideas Webinar: The Yield Curve Inversion
As we begin the second quarter of 2022, the U.S. Treasury yield curve has inverted across several key maturities. Yields on 2, 3, 5 and 7-year Treasury bonds are all higher than on 10 and 30-year bonds. The 2-10 yield spread is widely regarded as a leading recessionary indicator. Even as the bond market may be pricing in the possibility of a […]
Whittier Trust Presents: The War on Ukraine
Whittier Trust presents Jerrold D. Green, President and CEO of the Pacific Council on International Policy, to speak to us about the geopolitics of the unfolding tragedy in Ukraine. As Russia continues its brutal attempt to subjugate a free and democratic Ukraine, the global community is both adjusting its view on the international system, heretofore […]
Is ‘Doing Good’ Good for your Portfolio?
As environmental and social issues come to the forefront of the agenda of many individual investors when working with an advisor, trickling down from the shift led by large endowments and foundations, the question stands – is it profitable to make investment decisions aligned with values that will have a positive impact on our world? Studies […]
An Upside to Inflation? Larger gift tax exemptions!
Inflation has been a trending topic in the news as supply chains and labor shortages continue to struggle to meet market demands. Though this current climate may reduce an investor’s confidence, there is an upside: larger gift tax exemptions. The increase in gift tax exemptions has increased to $16,000 per donee, which means that tax […]
Market Insights – First Quarter 2022
Above-trend Growth in 2022 Introduction The remarkably short Covid recession of 2020 was followed by a rapid and powerful recovery in 2021. Bolstered by massive policy stimulus, global economies and markets were resilient enough to overcome uncertainty from virus variants and inflation spikes. The U.S. economy grew by almost 6% in 2021 in real terms […]
Market Insights – First Quarter 2022
Above-trend Growth in 2022 Introduction The remarkably short Covid recession of 2020 was followed by a rapid and powerful recovery in 2021. Bolstered by massive policy stimulus, global economies and markets were resilient enough to overcome uncertainty from virus variants and inflation spikes. The U.S. economy grew by almost 6% in 2021 in real terms […]
Actionable Ideas: Above Trend Growth in 2022
The last three years have produced some of the most extreme backdrops in the history of global economies and markets. We were still in the midst of the longest expansion ever in the U.S. in 2019. The only cloud on the horizon to disturb the calm back then was the question of when the cycle […]
Disruptors of Growth… or Distractions?
Introduction September is a notoriously volatile month and it certainly held true to form in 2021. Stocks sold off during a seasonally weak period of the calendar as market uncertainty grew. The S&P 500 declined by more than -5% from its previous high while the Nasdaq index fell by more -7% from its prior peak. […]
Philanthropy and Impact Investing: A Perfect Match
Philanthropy is the heartbeat of wealth management. It gives investors a chance to align their wealth and their values for a positive impact while furthering the long-term goals they envision for themselves. However, traditionally, only a relatively small percentage of charitable assets available to investors are actually given in service of donor-advised funds, grant-making or […]
Successful Succession Planning
While the thought of a company leader falling ill or worse is never pleasant, there can be dire consequences for companies that do not have contingency plans in place for such events. The smooth transition of leadership within a company is vital, especially because client needs must continue to be fulfilled and employees still require […]