Information and education are essential parts of the client experience.We provide resources and insights to keep you informed.
Trusts can play an important role in estate planning and particularly in intergenerational wealth transfer. They can be an effective estate planning...
Phil Kirshman In my new role as Director of Impact Investing, I feel privileged to support our client families who have specific...
for immediate release MONTECITO CA, NOV. 3 2021 - Manchester Capital Management is pleased to announce the addition of Phil Kirshman to...
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...
One of the strongest bull markets in recent memory appears to be waning. Since its low in March 2020, the S&P 500 Index has advanced more than...
For anyone with even a passing interest in finance, investments, or technology (and increasingly anyone at all), stories about bitcoin, the...
…otherwise it wouldn’t end. This is the final of three Insight newsletters exploring the topic of our national debt. In part one, we examined...
Clients often ask us about transferring wealth to the next generation. Sometimes those questions involve strategies for minimizing taxes and...
The unprecedented fiscal and monetary stimulus enacted during the last year, has sparked debate about the potential for rampant inflation in the...
While Coronavirus has captured headlines for the past year, climate change is still a serious topic discussed and debated over Zoom chats, in...
Clients frequently ask us questions about their financial futures—do I have enough assets to sustain my lifestyle? If I make this gift, how does...
According to a recent survey by the American Press Institute, nearly two thirds of American adults say they look at the news at least several times a...
