Viewpoints

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A Charitable Approach : Building a Perpetuating Legacy

Manchester Capital Management’s Senior Wealth Managers, Brian Vogel and Morgan Roberts discuss how they help wealthy families make informed decisions about charitable giving and select the most suitable charitable giving structures. They assess the benefits of various options with a particular focus on donor-advised funds. Disclosures This material is solely for informational purposes and shall not constitute a recommendation or offer to sell or a solicitation to buy securities. The opinions expressed herein represent the current, good faith views of the speaker at the time of publication and are provided for limited purposes, are not definitive investment advice, and should not be relied on as such. The information presented herein has been developed internally and/or obtained from sources believed to be reliable; however, neither the speaker(s) nor Manchester Capital Management guarantee the accuracy, adequacy or completeness of such information. Predictions, opinions, and other information contained in this article are subject...

02.03.2022
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."