Market Insights – Third Quarter 2026
Still Narrow Leadership in a Topsy-Turvy Year So far in 2026, the U.S. stock market has shown an uncanny resemblance to last year. In both instances, a policy initiative sparked a sharp selloff in stocks, e.g. the global trade war in 2025 and the military conflict with Iran in 2026. The selloff brought the stock […]
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 […]
What It’s Like to Work at Whittier Trust
In this video, you’ll hear directly from our advisors, leaders, and team members across our offices, sharing what has shaped their experience and why they’ve chosen to grow their careers here. A few things stood out. The culture is collaborative and built on mutual respect. People take their work seriously and support one another. There […]
Market Insights – Second Quarter 2026
Chaos in Commodities After 2025 was jolted by a global trade war and a U.S. government shutdown, investors had hoped for greater stability and lower volatility in 2026. However, the first quarter of 2026 has been far from tranquil as geopolitical events have dominated headlines. A surprising common denominator emerges across these events; they all […]
New Advances in Alzheimer’s Treatment: A Webinar for Families and Advisors
Whittier Trust partnered with the Alzheimer’s Association to host a conversation on new advances in Alzheimer’s treatments, featuring Dr. Charles S. Wilcox. In this discussion, Dr. Wilcox explores how emerging therapies are designed to work, who may be a candidate for treatment, and what families should understand about potential benefits, risks, and access. For many […]
The Wealth Equation: Balancing Money and Stress
Don’t let assets be a liability that strains your family. Ultra-high-net-worth (UHNW) families have no shortage of options when it comes to who manages their investments. They can engage with a private bank, hire a financial advisor, enlist a multi-family office, or start their own single-family office with dedicated staff. The challenge is finding a […]