Viewpoints

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

Inflation – Federal Reserve Enemy #1

Until 2021, the U.S. economy benefited from a long period of modest inflation.  The Consumer Price Index averaged just 1.88% for the prior 10...

Global Energy: No Easy Answers 

Ever since Russia attacked Ukraine on February 24th, the United States and Europe have placed a renewed focus on energy security. As the West imposes...

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

For only the fourth time in the market’s history, both equity and fixed income returns posted consecutive negative quarters.  Other asset...

May You Live in Interesting Times 

It is a challenging time for both stock and bond investors. The week ending May 27th marked the first positive week for the S&P 500 Index...

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

As the United States economy recovers from the pandemic and the Federal Reserve moves into a tightening phase, uncertainty abounds as commercial real...

Opportunities in Down Markets

As we write this, the S&P 500 is down 7%, the MSCI All-cap World Index is down 8%, the Bloomberg Aggregate Bond Index is down 7%, the Wilshire...

Investors Are Not Humming Putin’s Tune

For the past several months as Russia has amassed troops on the Ukrainian border, we have asked ourselves the same questions that have occurred to...

Market Update

In our October 2021 Insight we wrote, “One of the strongest bull markets in recent memory appears to be waning. In many ways, a pause in the...

Estate Planning and the Advantage of Delaware Directed Trusts

Trusts can play an important role in estate planning and particularly in intergenerational wealth transfer. They can be an effective estate planning...

Impact Investing at Manchester Capital Management

Phil Kirshman In my new role as Director of Impact Investing, I feel privileged to support our client families who have specific...

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...

Educating the Next Generation – Investing

The Manchester Capital team enjoys educating the next generation to prepare them to be stewards of family wealth. Just as a parent would not allow...