News
Decoupling of Global Growth
While we saw uniformly stronger growth around the world in 2017, we now observe divergent regional growth trajectories. On the heels of fiscal stimulus and deregulation, the U.S. continues to dominate the growth story. The rest of the world has struggled to sustain last year’s momentum for a myriad of reasons. We examine the more notable drivers for this divergence below.
Two Physicists Walk Into a Wealth Management Office…
They played geniuses on television, and they’re clearly talented actors, but there’s a big challenge ahead for the cast of the hit TV show The Big Bang Theory: what do they do next? With millions in their respective pockets, the choices are nearly limitless.
Goldilocks Trumps Tariffs
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.
Let’s Talk About Nevada
Let’s Talk About Nevada. Thirteen. Ten. Five. That’s not the start of a riddle, but a sampling of some of the West Coast’s state tax brackets. Government coffers are really filling up with an increasing portion of your hard-earned dollars.
Commitment. Communication. Concern. Our Recipe for Building Trust.
Commitment. Communication. Concern. Our Recipe for Building Trust. Warren Buffet says, "It takes 20 years to build a reputation and five minutes to ruin it." For anyone who's had their trust breached by a family member, confidant, or business partner, you know this all too well.Commitment. Communication. Concern. Our Recipe for Building Trust. Warren Buffet says, "It takes 20 years to build a reputation and five minutes to ruin it." For anyone who's had their trust breached by a family member, confidant, or business partner, you know this all too well.
CNBC’s Closing Bell Exchange: Markets to Start Ramping Into Earnings Season
Discussing the current state of the markets with Sandip Bhagat, Whittier Trust; Steve Grasso, Stuart Frankel; and CNBC’s Rick Santelli.
Gifting Wealth Through Education
When a child comes into the world, we spend ample time considering how to protect and prepare them for the life ahead. For most, creating a plan that incrementally saves for big ticket items like education, possible medical needs or celebratory events is part of every parent’s job.
Bloomberg Daybreak: Australia – U.S. Economy Unlikely to Fall Into Recession in Next Few Years, Bhagat Says
The Federal Reserve continues down the path of tighter monetary policy, but that does not mean economic growth and corporate earnings will stall anytime soon. Whittier Trust's CIO, Sandip Bhagat makes the case for an ongoing bull market run on Bloomberg Television.
CNBC – Fox Bidding War Shows How Valuable Content is, Says Expert
Ross Gerber, Gerber Kawasaki, and Teague Sanders, Whittier Trust, discuss the latest salvo in the bidding war for Fox assets between Disney and Comcast.