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.

Investors Are Not Humming Putin’s Tune

Investors Are Not Humming Putin’s Tune

"The most significant effect Americans and many Europeans will feel from Russia’s actions are rising energy prices."

Market Update

Market Update

"In January, we faced more significant declines in stock market indices. We have witnessed record highs, one after another followed by several weeks of multiple declines as investors focus on the new conditions presented by 2022."

Estate Planning and the Advantage of Delaware Directed Trusts

Estate Planning and the Advantage of Delaware Directed Trusts

"Delaware has a unique and sophisticated court, the Court of Chancery, specifically created to handle trust matters. The Court has a history of preserving, protecting, and supporting trust terms. "

Impact Investing at Manchester Capital Management

Impact Investing at Manchester Capital Management

"...innovation with sustainability as a driving force for financial performance can create real opportunities for investors, whether they are seeking to be values-aligned, profit-motivated, or both. The two concepts are not mutually exclusive. "

Sustainable and Impact Investing Leader Phil Kirshman Joins Manchester Capital Management

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 for leading the Environmental, Social, and Governance impact investing efforts of the firm and supporting clients who want their portfolios to have a measurable social and environmental impact in addition to a positive financial return. With 35 years of financial management experience, Phil is a recognized leader in the sustainable and impact investing space. Prior to joining Manchester Capital, he held various leadership roles including Co-Founder and Chief Investment Officer for Cornerstone Capital group where he led their investment advisory division. Most recently, Phil founded Impact Metropolis, a social media platform for impact investing ecosystems. Phil has earned both the Chartered Financial Analyst and Certified Financial Planner® designations. He holds B.A. in Philosophy and Legal Studies from the University of...

Educating the Next Generation – Investing

Educating the Next Generation – Investing

"A person who is starting to take more personal financial responsibility should understand how to create a budget, how to evaluate renting versus buying, and how to obtain insurance."

Market Resilience

Market Resilience

"The American economy is a powerful wealth creator for the patient investor willing to accept the risk and stay invested for the long haul.”