Whittier Trust Announces Semiannual Promotions
Whittier Trust announces promotions recognizing professionals at its Pasadena, West Los Angeles, and Newport Beach offices. Sam Kendrick, based in the Pasadena office, has been promoted to Senior Vice President, Portfolio Manager. He designs customized investment solutions with a focus on after-tax, risk-adjusted returns and is a member of the firm’s Investment Committee. Carter Thicke, […]
“Can I Pitch You Something?”
How to respond without risking your relationship. You may know this scenario well: An acquaintance corners you at a party and launches into a pitch about why you should invest in their new venture. Perhaps you are truly intrigued and want to consider the opportunity. Or maybe you’ve been burned by “investing” in a friend’s […]
3 Things to Consider When Buying International Assets
Expert advice for making sure your global financial investments are secure. The recent passing of international celebrity Ozzy Osbourne was devastating to his fans, but estate and trust lawyers probably had an added reaction of wondering whether or not he had his estate set up properly. Osbourne most likely owned property in his native UK […]
A Pathway to Global Mobility Through Strategic Investment
New Zealand’s Active Investor Plus Visa could be your family’s ticket to dual residency. The idea of having another country to decamp to—either for a change or scenery, new cultural immersion, or for the peace of mind that comes with flexibility—is increasingly attractive. While many countries around the world offer some sort of investment-based residency, […]
Balancing Principles and Performance When Investing
Key considerations for those investing with environmental impact in mind. If you’ve ever felt tension between your investment holdings and your personal values, you’re not alone. Fortunately, doing good doesn’t have to mean sacrificing returns. Most high-net-worth individuals still approach investing from a strictly performance-based perspective. They’re not necessarily looking for portfolios that mirror their […]
Market Insights – First Quarter 2026
A Mid-Cycle Economic Revival The current administration entered this presidential term with an ambitious growth agenda based on reform and stimulus. While most policy initiatives were accommodative, there were also some restrictive measures aimed at improving balance in global trade and productivity from government spending. Unlike Trump 1.0 when stimulative tax cuts preceded the burden […]
Market Insights – Fourth Quarter 2025
Dichotomies and Bifurcations After consecutive years of strong returns, global stock markets were expected to take a breather and slow down in 2025. Those expectations seemed to be on track during the first two quarters. After a solid start to the year, prospects of a global trade war raised the specter of a recession and […]
Sandip Bhagat Explores Market Fundamentals and AI’s Long-Term Impact on Nasdaq TradeTalks
Whittier Trust Chief Investment Officer, Sandip Bhagat, joined Nasdaq experts in a dynamic conversation on market stability, the evolving role of AI in the U.S. economy and how patient, long-term investing can turn short-term market noise into opportunity. While the first half of the year was marked by volatility from trade, tariffs and geopolitical concerns, […]
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 […]
Market Insights – Third Quarter 2025
The Calm After The Storm The first half of 2025 delivered all the thrills and scares of a turbocharged roller coaster. The twists and turns were sudden and startling; the ups and downs were vicious and violent. The ride left investors shaken from a potentially calamitous experience where mistakes would have been easy to make […]