Three Things to Do Before You Sell Your Company
Structuring the sale of your business to preserve your assets and legacy. Many entrepreneurs looking to sell their business are unaware of how many options they have in structuring that sale and the profound differences those different paths can make. A well-planned sale can save thousands—or even millions—of dollars in taxes and lay the foundation […]
The Art of Stock Selection
Understand you are buying a business, not trading a stock. The casual investor tends to focus on the wrong thing when investing. Most will think of the stock as the investment while forgetting the most important part. The most important thing to remember about investing in stocks is that you are not just buying a […]
Is a Donor-Advised Fund Right For You?
Be sure you understand your charitable options before committing. A $1 billion dollar donation is always a big piece of news, and when an ultra-high-net-worth individual or family makes such a gift, the world is sure to take notice. Within the last year, such donations have been made to community foundation donor-advised funds (DAF). No […]
Recent Updates Regarding Washington State Taxes
Washington Capital Gains Tax Beginning January 1, 2022, a flat 7% tax on net long-term capital gains went into effect. Many advisors believed the tax to be unconstitutional and that it would be repealed if/when challenged. However, the WA Supreme Court upheld the tax in March of 2023 in Quinn v. Washington. Additionally, the public […]
Steady and Measured Real Estate Investing
Why a long-term approach is a smart strategy, regardless of the economic outlook. It’s nearly impossible to turn on the television or read an economic journal without being confronted with news about stock market volatility and concern about interest rate fluctuations. Ultimately, market factors are always in play. Economies, and the components that make them […]
Separating Signal from Noise
Staying focused on what drives long-term returns. Filtering the Noise Markets are in a constant state of change—it’s a natural characteristic of a dynamic, evolving economy. With that change often comes a steady stream of headlines, opinions, and predictions. From shifting policies to economic speculation, the volume of commentary can feel overwhelming. But amid the […]
Real Estate Succession Planning
Who will manage your real estate portfolio when you’re no longer able to? Families with significant real estate holdings tend to have complex wills and trusts, and transitioning a real estate portfolio after the head of a family passes can be an intricate and stressful process. “At Whittier Trust, our goal is to help families hold on to […]
Whittier Trust Advisor Answers Questions Commonly Asked by Clients
In a recent roundtable discussion hosted by the San Diego Business Journal, Whit Batchelor, Executive Vice President and San Diego Regional Manager at Whittier Trust, joined fellow Southern California wealth management professionals to address the most pressing questions facing clients today. How do I strategically incorporate philanthropic vehicles like a donor-advised fund or family foundation into my […]
The Price and Value of Assets
In investing, “value” is a word that’s used often but rarely understood in depth. It is not just a price tag, an item on a balance sheet, or a line on a chart. Rather, value is a complex blend of trust, expectation, and the interplay between certainty and speculation. The recent surge in gold prices to […]
Overview of Investments in Nevada
Dean Byrne Featured in Nevada Business Magazine: Investing is a balancing act between risk and reward in the best of times, but today’s uncertain economic climate and fluctuating markets present an unprecedented challenge for investors. While some people choose to stay with traditional options like money market funds and government bonds, others are taking on […]