Office Hours
Inside the FOMC
In this Office Hours, Senior Client Portfolio Manager Peter Eisenrich, CFA®, explores the strategy and dynamics of the Federal Open Market Committee under the new Chair Kevin Warsh.
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Personal Achievement
Played college basketball at Santa Clara University and briefly played professionally in EuropeRelated Insights
Office Hours
Unique Estate Planning Tactics
April 15, 2026
In this Office Hours Wealth Planning Series Q&A, Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss moving beyond foundational estate planning, discussing advanced strategies like spousal lifetime access trusts while emphasizing thoughtful, simple design.
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Office Hours
Communicate Your Wishes
April 15, 2026
In this Office Hours Wealth Planning Series discussion, Senior Wealth Planners Patrick Schultz and Shelby Anderson emphasize the importance of communicating estate plans clearly, helping families reduce conflict, avoid surprises, and maintain long-term harmony.
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Office Hours
Frequently Asked Questions About Estate Planning
April 15, 2026
In this Office Hours Wealth Planning Series Q&A, Senior Wealth Planners Patrick Schultz and Shelby Anderson answer common estate planning questions, including revocable trusts, beneficiary-only strategies, account control, and how often to review and update plans.
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