Viewpoints

Information and education are an essential part of the client experience, and we
are here to provide resources and insights to help keep you advised.

Looking back, Looking Forward

Looking back, Looking Forward

At the beginning of the new year, we asked colleagues to reflect on the good and the bad of 2022. A diversity of obvious answers came flowing in – pandemic retreats, Ukraine war begins, markets decline. But we also recognized some larger trends were developing that promise to impact the future. Our limited survey revealed challenges, innovations, failures, and accomplishments that are bound to make an impact for years ahead. We wanted to share several of the insights and encourage readers to reflect on their own. Negative Trends in the last year: FEDERAL DEBT HELD BY THE PUBLIC, 1900 TO 2052 Percentage of GDP Positive Trends in the last year: GAME STOP PRICE CHART | 5 YEARS There are many other equally, or more important, trends that can be identified. 2022 was a historic year that will leave its impacts for many years. 2023 promises to present new challenges with...

Winter is Coming

Winter is Coming

"There is no official formula that defines a recession. A common rule of thumb is two consecutive quarters of negative gross domestic product. The actual determinants are more intricate."

The Mid-Term Election and the Market

The Mid-Term Election and the Market

“If you mix politics with your investment decisions, you are making a big mistake. Each generation of Americans has been, and will continue to be, better off than the previous generation.” - Warren Buffet

When a Duck is a Duck

When a Duck is a Duck

"The Federal Reserve, after delaying for more than a year claiming inflation was 'transitory,' has finally embarked on a serious course to bring inflation under control."

Manchester Capital Management named on CNBC Financial Advisor 100

Manchester Capital Management named on CNBC Financial Advisor 100

Manchester Capital Management was selected from more than 39,000 U.S. firms to be named on the CNBC FA 100 list of top U.S. registered investment advisors (RIAs) in 2022. Manchester ranked No. 23 in its debut appearance on CNBC’s annual list. “It is an honor to have our firm recognized by CNBC and I couldn’t be prouder of the entire Manchester 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 Beresford, MCM President According to a recent CNBC article, “The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.” For more details on CNBC’s ranking requirements and methodology go to: CNBC.com/FA100.

Ted Cronin Ranks 8th in Barron’s 2022 Top 100 Independent Financial Advisors Ranking

Ted Cronin Ranks 8th in Barron’s 2022 Top 100 Independent Financial Advisors Ranking

Founder, Ted Cronin and the Manchester Capital team have been ranked 8th in Barron’s prestigious annual ranking of “Top 100 Independent Financial Advisors” for 2022. This is the 16th consecutive year Ted has been recognized among the top 100 Independent Financial Advisors by Barron’s. “I am proud to be part of the Manchester team, and this recognition is a tribute 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 to Barron’s, the ranking reflects the volume of assets overseen by the advisor and their team, revenues generated for their firm, and the quality of the advisor’s practice. 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).

Inflation – Federal Reserve Enemy #1

Inflation – Federal Reserve Enemy #1

"This year, inflation is averaging an annualized 8.3%, the highest in more than 40 years."

Global Energy: No Easy Answers 

Global Energy: No Easy Answers 

"As the West imposes sanctions on Russia—the world’s number three oil producer and number two natural gas producer—many countries are trying to cope with a sudden decrease in energy supply that has caused energy prices to spike dramatically. Unfortunately, there are no easy answers."

Estate planning in down market: Using depressed values to pass on greater wealth  

Estate planning in down market: Using depressed values to pass on greater wealth  

"Transferring wealth during periods of depressed asset values, like coiling a spring, allows for the passing of assets with the potential to expand when the market recovers (as markets have historically always done)."

May You Live in Interesting Times 

May You Live in Interesting Times 

"Although the current market correction is unsettling for investors, it also presents opportunities for long-term investors who can stay invested and adjust as the cycle changes."

Commercial Real Estate Investments – Understanding What You Can and Can’t Control

Commercial Real Estate Investments – Understanding What You Can and Can’t Control

"No matter the asset class, returns will be influenced and impacted by a multitude of factors. Some are within an investor’s control, while many are not. Commercial real estate is no different."

Opportunities in Down Markets

Opportunities in Down Markets

"Stocks, bonds, real estate, and hedge funds all have negative year-to-date returns. Even cash is losing purchasing power with inflation running at 7.9%. So, what is an investor to do?"