Inspiring Connection Through ESG
Your investment portfolio can be so much more than a collection of assets. All aspects of your wealth management should provide a sense of pride and fulfillment, and by aligning investment decisions with your values, your portfolio can begin to reflect what’s most important to you and your family. Considering Environmental, Social and Governance factors […]
Whittier Trust Presents: Philanthropic Best Practices for Interfacing with Grantees and Applicants
We are often asked by folks who are relatively new to philanthropy – especially younger family members as they begin to get involved with their family’s philanthropy – if we have a list of do’s and don’ts for interfacing with grantee organizations. Because every family’s philanthropic journey is unique, we’ve been reluctant to come up […]
Market Insights – Second Quarter 2022
Inflation And The Yield Curve INTRODUCTION The market turmoil of 2022 stands in sharp contrast to the Utopian backdrop of stimulative policy, low volatility and high returns seen in 2021. Persistently high inflation has caused an abrupt pivot in monetary policy. Fiscal stimulus is poised to disappear in 2022 and a couple of new global […]
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: Sailing World Roundtable Featuring Whit Batchelor
Whittier Trust Senior Vice President and Client Advisor, Whit Batchelor, joins Sailing World Roundtable for a discussion with Editor and Chief, Dave Reed. As a professional-client advisor and avid sailor himself, Whit provides an experienced and knowledgeable perspective for those new to the boat buying process. Whit offers his thoughts on planning a budget through […]
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 […]
Estate Planning Is An Endurance Sport
Thomas J. Frank, Jr As some of my colleagues know, I am a late-middle age endurance athlete – I compete in triathlons. Recently, on one of my longer training runs, I was thinking that the same qualities required for a triathlon are found in estate planning – particularly, inter-generational wealth transfers. Think of it this […]
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 […]
Seven Steps to Involving the Next Generation in Philanthropy
As a parent, it can be challenging to find meaningful ways to integrate your children into your philanthropic efforts. Factors such as age, interests, and financial status all play into how you handle introducing your children to your family’s philanthropic goals. At Whittier Trust, we channel our years of experience into tailored solutions that help […]