Three key questions to strengthen your investment strategy. 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. 1) Is your wealth concentrated in just one or two businesses, asset classes, or stocks?  At Whittier Trust, new clients frequently come to […]