At its core, investing is straightforward: Buy low, sell high. But additional factors such as taxes, along with your risk tolerance and asset mix, can significantly impact your returns. Three key questions can help ensure your investment strategy is positioned to maximize your long-term after-tax returns and legacy goals.
In a pivotal decision during the 83rd Session of the Nevada Legislature, the Supreme Court of Nevada ruled that a statute of limitations defense may be contractually waived—reinforcing Nevada’s longstanding commitment to enforcing contracts as written.
My son recently asked why I sent him an email. The question startled me. He stared at his inbox like an archaeologist discovering ancient hieroglyphics and informed me that email is to his generation what mailed letters were to mine—slow, formal, and vaguely irritating. Apparently, for Gen Z, communicating via email is about as convenient as strapping a note to a carrier pigeon.
The first steps in a problem-solving process are to identify the issue and create a plan. And the first step for business owners to ensure their properties comply …
In a significant move to protect Nevada’s water future, the state has officially launched the Nevada Voluntary Water Rights Retirement Program –a ten-year initiative designed to reduce groundwater overuse and protect fragile ecosystems.
There’s a weird, exhausting pressure in our culture to constantly be “growing.” It’s become an unwritten commandment: your career, your portfolio, even your mindfulness practice, everything must relentlessly climb upward. Downtime, traditionally a refuge, now feels like another chore penciled into an app, tracking your sleep like a stock price that better not dip.
Every year, when I review the results of the Nevada State Bank Small Business Survey, I’m reminded that optimism is more than a gut feeling – it’s often a decision. Nevada’s small business owners made that decision with clarity.
Commercial real estate (CRE) sentiment is subdued, and deal activity has cooled, but Blake J. Owens sees an attractive turning point. The 30-year-old Las Vegas native, whose family has lived in the city for over a century, is capitalizing on this moment to transform CRE through his two companies: Agrippa and Augustus.
Managing risk is one of the most important portfolio management objectives. Risk is the possibility that an outcome will differ from what is expected or hoped for.
More than a century ago, John Henry took up his hammer in a race against a steam-powered drill—man locked in battle with the future. He won the contest, but lost his life, immortalized as a folk hero who symbolized grit, resilience and ultimately, the cost of defiance in the face of progress. Today, small businesses […]
Every generation seems utterly convinced they’ve scored the golden ticket to humanity’s final performance, like Charlie proudly strolling into Willy Wonka’s chocolate factory. Predicting the apocalypse has become our favorite national pastime, comfortably ahead of binge-watching “The Office” for the fifteenth time, restarting diets every Monday and passionately debating politics over the Internet with strangers […]
Whittier Trust’s internal investment team selectively partners with outside managers to yield higher returns. We call it our hybrid architecture. Our clients call it the best of both worlds. Internal + External Investing The investments we make on behalf of our clients fall into two categories: Those our internal investment team manages directly and those […]
The right investment and estate strategy can help create a legacy of real estate holdings that will benefit your family for generations. In 1891 just before the turn of the century, a young man from Maine named Max Whittier rode a train cross-country to California to seek his fortune. Nearly a decade later, after […]
On a Sunday afternoon in early March 2025, I attended Major League Baseball’s Athletics-Diamondbacks game at Las Vegas Ballpark as part of the annual Big League Weekend. The game was exciting, the fans were engaged, the stadium staff were hospitable, and the overall experience was exceptional. As I listened to nearby fans—clearly visiting from out […]
In a world filled with troubling headlines, it is easy to feel that humanity is in a downward spiral. Each day, stories of poverty, inequality and global crises paint a picture of a world in turmoil. While these challenges are real, they are only part of the story. We are living in an era of […]
For individuals and families of significant wealth, managing a substantial portfolio of assets and investments demands a sophisticated and comprehensive approach. From financial planning and asset management to legal and tax strategy, risk mitigation, and multi-generational legacy preservation, there are myriad intricate factors to navigate. This growing complexity has led many affluent individuals and families […]
As the holiday season approaches, something special happens in Southern Nevada. Amid the twinkling lights and festive décor, a familiar red box quietly reappears, inviting us to pause, reflect and give. But this is not your ordinary vending machine—there are no snacks or sodas here. These are Giving Machines, where every purchase transforms into an […]
When I was a child, I remember lying in bed at night as my legs and joints ached. I vividly recall that my mother would give me an aspirin and assure me that these were just growing pains. The Merriam-Webster dictionary defines growing pains as pains in the legs of growing children having no demonstrable […]
With the holiday season in full swing and the end of the year on the horizon, this is the time to take stock of the good things we accomplished during the past year and identify where we can improve. While most of us don’t document our New Year’s resolutions, many of us make an internal […]
The Roaring Twenties of the 20th century and the 2020s of the 21st century, though 100 years apart, present compelling parallels in their economic landscapes. In the 1920s, the world was emerging from the shadows of World War I, leading to a period of economic boom and cultural expansion. While the 2020s are yet to […]
Studies show that almost 40 percent of small businesses1 that fail cite a failure to raise capital or a lack of cash flow as the reason. There are many reasons for a company to need an infusion of capital. While this can be true of businesses of any size, the issue is perhaps most critical for […]
When it comes to phishing, scams and other types of fraud, bad actors play their villainous roles to near-perfection, and too often, they get a fat paycheck for your trouble. One of the lesser-known avenues for a cyberattack is through what most companies consider trusted allies: the vendors they do business with. Creating a comprehensive […]
Are you unhappy with the progress you see in your retirement savings? Or are you looking for new ways to keep the momentum going? As markets fluctuate, laws change and taxes inevitably increase, it is more apparent than ever before that Americans need to employ every advantage at their disposal to reach their retirement goals. […]
When you think of individual retirement accounts (IRAs) the usual suspects of financial assets that come to mind are stocks, bonds and mutual funds. Real estate on the other hand helps diversify a retirement portfolio, often moving counter to financial markets. Real estate has historically appreciated over time, ideal for a long-term investment horizon. Investing […]
At the bottom of the special Nevada license plates issued to honor the Vegas Golden Knights, there’s a simple message: Vegas Born. The motto recognizes the unlikely birth of major-league hockey in a city where, before Bill Foley’s vision was realized, most of the ice in town was served in drinks. But the Knights changed […]
IRAs are the most widely utilized retirement account in the United States. What you may not know is that not all IRAs are created equal. There are IRAs held with financial institutions that only offer investments in stocks, bonds, and mutual funds or there are self-directed custodians that hold custody of alternative assets, such as […]
For Stirling Cooper, a successful entrepreneur and bedroom performance coach, maintaining a work-life balance and a strong presence within the entrepreneurial ecosystem has been crucial to his success. When it comes to work-life balance, Cooper has an unconventional approach. He favors long periods of intense focus and work on building his business, interspersed with sporadic […]
If you’ve been contemplating the idea of transforming your thirsty grass landscape to drip-irrigated, water-efficient plants and trees, look no further than the Southern Nevada Water Authority’s (SNWA) Water Smart Landscape Rebate program (WSL). Whether you choose to do the work yourself or hire a water-smart contractor, you can earn a cash incentive of up […]
The concept of decentralized finance has transformed the whole digital financial market. Powered by incredible blockchain technology, Ethereum was always at the forefront of this realm, redefining possible in the decentralized financial landscape. Smart contracts form the core of Ethereum’s innovation, revolutionizing how transactions occur in the digital financial market. Here is a detailed analysis […]
On the surface, it might look like a less-than-ideal time to invest. Equity markets have been on the rise and no one—especially savvy investors—wants to overpay for an investment. Even though more traditional assets may seem expensive, there is cause for optimism, if you know where to look. “There are still plenty of opportunities in […]
