How Technology Plays a Role With Wealth Planning
…an accurate picture of their income. Where things get murky is when the discussion turns to expenses, estate plans, and retirement goals. We understand—it’s easy to come up with recent…
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May You Live in Interesting Times
…and may not have relied on fundamental company research in selecting investments. The main criteria for inclusion were that the companies were innovative and involved in the next generation of…
Real Estate Advisory Services
…financing, source insurance, and monitor loan compliance. When it comes time to sell, we manage the entire disposition process. From beginning to end, you can rest assured that we are…
Beyond Financial Planning: The Vital Importance of Life Care and Health Care Planning
…information presented herein has been developed internally and/or obtained from sources believed to be reliable; however, neither the author nor Manchester Capital Management guarantee the accuracy, adequacy or completeness of…
Market Resilience
…from steel to computer chips to running shoes. Complex global supply chains have stalled so that even available goods are slow to reach the market. Container ships wait at anchor and…
Investment Management
…your changing goals and circumstances. TRANSPARENCY AND COMMUNICATION We want each client to have comfort and confidence in the investments we have selected for them, the thinking that informs their…
Looking back, Looking Forward
…times. We would welcome your thoughts on the year behind and year ahead. [1] Get Ready for the Richcession – WSJhttps://www.wsj.com/articles/get-ready-for-the-richcession-11672615577?mod=Searchresults_pos1&page=1 [2] DAILY TREASURY STATEMENT – Cash and debt operations…
The Mid-Term Election and the Market
…“definitely” vote in the November election. This looks to be a tight race combining a highly polarized electorate with many contentious issues in play. The current inflation rate of 8.2%…
Direct Deal Capabilities
Owning equity in private companies can be exceptionally rewarding…
Ted Cronin Ranks 8th in Barron’s 2022 Top 100 Independent Financial Advisors Ranking
…to our wonderful clients and our dedicated employees, who remain committed to helping our client families preserve their wealth, culture, and values for generations to come.” – Ted Cronin According…
Estate Planning and the Advantage of Delaware Directed Trusts
Trusts can play an important role in estate planning and particularly in intergenerational wealth transfer. They can be an effective estate planning tool to pass important family assets from one…
Why Presidential Elections Don’t Affect Markets
…developed internally and/or obtained from sources believed to be reliable; however, neither the author nor Manchester Capital Management guarantee the accuracy, adequacy or completeness of such information. Predictions, opinions, and…