Viewpoints

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

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...

Ted Cronin Named to Barron’s “Top 100 Independent Financial Advisors” for the 17th Consecutive Year

Manchester Capital Management is proud to announce that Founder and Executive Chairman, Ted Cronin, has once again been honored among Barron's “Top...

Don’t Wait Outside of the Storm

The year 2022 was a bloodbath for both equity and bond markets--the S&P 500 was down 18% and the Bloomberg US Aggregate Bond Index had its worst...

Education Funding as a Wealth Transfer Strategy: A Valuable, Narrow Opportunity

The cost of a college education is typically the first great expense a young person encounters.  According to the Massachusetts Educational...

The Commercial Real Estate Landscape – Navigating Today’s Crosscurrents

For more than three years, the United States economy has been working through a massive set of disruptions related to the COVID pandemic, the...

MCM Webinars – The Venture Capital Opportunity

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

Assessing the Role of Alternative Investments in a Volatile Market

There are few concepts more central to achieving long-term investing success than portfolio diversification. This idea, which at its core is simply...

Building Stronger Bonds: The Importance of Family Meetings

One of the special things about families is that each one is completely unique. Each member with their own lived experiences and interactions, and...

All Eyes on the Banks

Following the collapse of Silicon Valley Bank and Signature Bank, banking regulators appeared on Capitol Hill last week. Fed Vice Chair for...

Conversational AI: Expectations & Reality

Little Edward pulls out his 4th grade homework after a long day of practicing spelling and drawing chalk-art flowers. Tonight’s assignment: ...

Homeowners’ Insurance:  Two Tales of Woe and Warning

Frequently misunderstood elements of homeowners’ insurance and structural problems in the homeowners’ insurance industry can create problems for...