Whittier Trust November Newsletter
Whittier Trust Company
We make a meaningful and lasting difference in all aspects of your wealth, family and legacy.
Market Insights – Fourth Quarter 2024
How Heavy is the U.S. Debt Burden?
Is the U.S. debt burden as concerning as it appears? Although debt levels have risen, factors such as consistent economic growth, strong global demand for U.S. bonds, and effective inflation management indicate the risks may be more manageable than anticipated. Our latest Market Insights offers a deep dive into the key details and analysis. Click the link to read more.
Don’t Let ‘Em Buy the Ferrari
Considering how to structure a trust for your loved ones? Trustee discretionary distributions offer flexibility for essential expenses like education, health, and even starting a business. At Whittier Trust, we guide trustees in balancing beneficiaries' needs with thoughtful stewardship. Learn more about protecting family legacies through smart distributions in our latest article.
Identifying the Key Traits of Market Disruptors
Identifying market disruptors is key to staying ahead in today's investment landscape. At Whittier Trust, we seek companies that redefine their industries through visionary leadership, unique competitive advantages, and strong financial performance. Learn more about the traits we prioritize to help build robust, well-diversified portfolios.
Message From Whittier Trust President & CEO David Dahl
With Thanksgiving around the corner, I want to express our heartfelt gratitude for the trust you place in us. It’s an honor to care for what matters to you, and we’re grateful to be part of your journey. May this season bring you warmth, joy, and cherished moments with family and friends.