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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…
Ted Cronin Named to Barron’s “Top 100 Independent Financial Advisors” for the 17th Consecutive Year
…for generations to come.” – Ted Cronin Read full article on barrons.com › For more details about Barron’s ranking process go to Barron’s Methodology for Ranking Financial Advisors | Barron’s (barrons.com). …
Estate Planning and the Advantage of Delaware Directed Trusts
…govern the use of the assets for the next generation and beyond. Creating a trust is often a complex undertaking with many details to consider. We have seen well-intentioned families…
Estate planning in down market: Using depressed values to pass on greater wealth
…in exchange for a 5-year note. For comparison purposes, we’ll use the January mid-term interest rate (1.17%) and the July rate (3.22%) and assume that the assets grow at a…
Manchester Capital Management named on CNBC Financial Advisor 100
…Capital team. We have an extraordinarily talented group of colleagues who are tireless in their efforts to help our client families manage the complexities that come along with wealth. ” Drew…
High Interest Rates—Not the Demise of Effective Estate Planning Strategies
…Despite the rise in interest rates, the required minimum rate on intra-family loans (the Applicable Federal Rate as mandated by the IRS) may still be lower than commercial rates. For…
Investing in Preservation
…wilderness family retreat with intrinsic values of natural resources, scenic beauty, and a working ranchlands investment component. Over the past 15 years, MCM’s Real Estate Services team has acquired and…
Achieving a San Francisco Real Estate Grand Slam
Sustainable and Impact Investing Leader Phil Kirshman Joins Manchester Capital Management
for immediate release MONTECITO CA, NOV. 3 2021 – Manchester Capital Management is pleased to announce the addition of Phil Kirshman to their Montecito, CA office. Phil will be responsible…
Stories
…Francisco Real Estate Grand Slam Success requires expertise, timing, and above all, judgement Read more Diversifying in Boulder Find the best commercial real estate deals, which often may be hidden…
Jeff Hall Named CEO of Top 10 RIA Firm Manchester Capital Management
…culture,” stated Ted. “The Board of Managers is confident that Jeff’s commitment to Manchester’s client families, to the colleagues, and to maintaining the firm’s independence as an employee and client…