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Whittier Trust knows that it's the little things done right that make the biggest difference. That's why our advisors take a holistic approach to wealth management and help our clients create a secure and lasting legacy.
The best investments to make or have right now The question on everyone’s minds is “what kind of stocks do you want to own when inflation is high?” To ask it a different way: what is the best place to invest money right now? “The short answer is that you want to own stocks with […]
Buying U.S. stocks could be a superior way to gain international exposure Smart investors balance their portfolios between domestic and international financial investments. However, what might not be obvious when selecting stocks is that often investments in domestic companies come with significant international exposure. “Most investors I speak with unwittingly have way too much international […]
The term alternative investment may sound odd at first, but it is simply any investment outside traditional asset classes which include stocks, bonds and cash. Alternative investments may include a venture capital firm investing in a biotech startup or owning interest in a professional sports team. The practice is much more common than you may […]