Viewpoints

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

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...

Market Resilience

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...

Cryptocurrencies and Digital Assets – A Primer

For anyone with even a passing interest in finance, investments, or technology (and increasingly anyone at all), stories about bitcoin, the...

Our National Debt – It Always Ends Badly…

…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...

Educating the Next Generation – Budgeting

Clients often ask us about transferring wealth to the next generation. Sometimes those questions involve strategies for minimizing taxes and...