Decisions: Making the Most of Year-End Giving

The last few months of 2017 have been particularly trying. In addition to the omnipresent needs of people living in poverty and instability, our world has been shaken by massive hurricanes, devastating earthquakes, destructive wildfires, terrorism and mass shootings. As the year-end approaches and many of us begin to consider making charitable gifts, it can be […]

Continuing Ed for OC’s Community of Business

A single day last week bought a plethora of practical and poignant reminders that business is about continuing education at is core … It started at the Pacific Club, where Whittier Trust gathered a group of friends and clients for a recent breakfast and outlook, with CIO Sandip A. Bhagat chatting up legendary “value investor” […]