The Key to Good Estate Planning? Talking About It

Don’t let potential discomfort stop your from discussing your wishes By Sharon Perlin, Senior Vice President and Client Advisor for Whittier Trust Company Many people are afraid to talk about what happens when they die. Some think it’s bad luck, while others prefer to avoid the discussion because it can be uncomfortable. Still others think […]

Real Estate as a Diversification Asset

The importance of moving from concentration to portfolioBy Andrew J. Paulson, Vice President, Real Estate, Whittier Trust For many real estate investors, wealth is often concentrated in a single property or a narrow asset class. While concentration can create substantial gains, it can also expose investors to unnecessary risk, particularly when a large portion of […]

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 […]