News
The Growth Conundrum
After an abnormally calm and placid 2017 in the global equity markets, a higher and more normal level of volatility has resurfaced in 2018. The year got off to a good start as the momentum from tax cuts pushed U.S. stocks higher by 8% in January. Investor focus shifted in early February to an uptick in inflation, a steady rise in interest rates and talk of tariffs and trade wars. Stock markets corrected by about 10% in February, retested those lows in March and have gone sideways in recent weeks.
Helping Our Kids Help Themselves
“The object of teaching a child is to enable him to get along without a teacher.” -Elbert HubbardNo child is born understanding how and why they need to be a good steward of their finances and wealth. Especially as a member of an affluent family children face those issues front and center as they grow older.
Bloomberg TV—Whitter’s CIO Says Biggest Market Dynamic Is Growth Story
What impact do geopolitical risks have on the equity market? Will energy prices continue to rise? And will corporate earnings meet Wall Street forecasts in the first quarter? Sandip Bhagat, CIO, Whitter Trust discusses with Bloomberg TV.
Five Ways to Maintain Relevance in Retirement
Ten thousand boomers are retiring each day, and while that may not be you—yet—the time is approaching. And while every individual has walked a different path, many follow a similar route in life of building careers and raising families.
Bloomberg TV—Caleb Silsby offers insights on several of today’s hot topics.
Trade war rhetoric heats up between the U.S. and China. Where are there investment opportunities in this volatile market environment? Can Federal Reserve quantitative tightening actually help support the overall stock market? Caleb Silsby speaks to Bloomberg TV.
CNBC’s “Power Lunch”—Whittier Trust CIO Sandip Bhagat calms investor fears.
What impact do geopolitical risks have on the equity market? Will energy prices continue to rise? And will corporate earnings meet Wall Street forecasts in the first quarter? Sandip Bhagat, CIO, Whitter Trust discusses with Bloomberg TV.
CNBC’s “Closing Bell”—Teague Sanders discusses the upcoming earnings season.
March was a rollercoaster month for investors. Teague Sanders explains on CNBC how the upcoming earnings season will have a positive impact to bring calm to in these choppy waters.
Bloomberg Radio—Sean Kraus talks China trade and technology stocks.
The U.S. continues to negotiate a new trade regime with China. What are the investment risks and opportunities for both nations? U.S. technology stocks slide on concerns over the safety of autonomous vehicles. Is this a buying opportunity for the sector? Sean Kraus speaks to Bloomberg's Rishaad Salamat & Bryan Curtis.
Whittier: A Family Office Unlike the Rest
Charles Darwin said “it is not the strongest species that survive, nor the most intelligent, but the most responsive to change.” But when life is full and vibrant, few are thinking about the days ahead that will need special care and preparation to ensure family is taken care of and businesses thrive.