Viewpoints

Information and education are essential parts of the client experience.
We provide resources and insights to keep you informed.

MCM Webinars – Gaining an Edge: Emerging Trends in Private Markets

MCM Managing Director Christine Kaming Tomas facilitates a conversation with Managing Director of Investment Research Bart Earley, CFA and Senior...

05.30.2024

Patience on Lower Interest Rates

The Federal Reserve finished their latest Federal Open Market Committee (FOMC) meeting on June 12th and as expected, held the benchmark interest rate...

Beyond Financial Planning: The Vital Importance of Life Care and Health Care Planning

Financial planning is just one piece of the puzzle for families of significant wealth when it comes to protecting and preserving their legacy. With a...

Family Money

A consistent request from almost all families Manchester has served over the last thirty years is for guidance on how to talk about money. Both...

Nuclear Energy 2.0: A Discussion about the Technologies Driving the New Sustainable Energy Solution

Manchester Capital's Managing Director, Christine Kaming Tomas recently sat down with Rabbi Yechezkel "Zeke" Moskowitz, a third-generation business...

Beyond Money: The Emotional Side of Investing

Investing is more than a financial exercise. The most seasoned investor feels a twinge of fear and concern when volatile markets react negatively to...

The Geopolitics of Business and Investment

Manchester Capital’s Managing Director, Christine Kaming Tomas, sat down with Sam Gyimah, Geopolitics of Business podcast host and former UK...

Don’t Break the Glass

As we analyze the global situation in early 2024, a mosaic of complex geopolitical events unfolds, each with potential ramifications for the global...

FOR IMMEDIATE RELEASE – MANCHESTER CAPITAL MANAGEMENT LLC IS PLEASED TO ANNOUNCE APPOINTMENT OF SUSAN W. SOFRONAS AS MANAGING DIRECTOR, HEAD OF WEST COAST ACTIVITIES 

Susan Sofronas 2024 [MONTECITO, CA, January 10, 2024] — Manchester Capital Management LLC, a leading private family wealth office in the...

Information Searches: Let the Buyer Beware 

If you Google “Where is the best place to hide a dead body?” the first search result, from theleverageway.com, claims the best place is “page 2...

The Year in Numbers

In true 2023 fashion, this image was created by AI with Adobe Firefly. As we count down the days to 2024, we'd like to take a moment to reflect...

High Interest Rates—Not the Demise of Effective Estate Planning Strategies

Regularly reviewing existing estate plans is a good financial practice, and the looming change to the lifetime estate/gift tax exemptions at the end...

Artificial Versus Human Intelligence

It seems that Chatbots and Artificial Intelligence are invading every part of modern life. According to recent news reports, over 80% of Fortune 500...