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Washington Trust Wealth Management Blog

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Timely advice & commentary about investing, taxes, financial planning and more.


The LLC Option for Owning Residential or Commercial Rental Property
By Kathleen A. Ryan / November 6, 2017
Rental Real Estate is a viable business, but not without its risks of liability. Learn how using an LLC structure in your business plan could help add a layer of protection to your personal assets.

Q4 2017 Financial Market Outlook Webinar
By Washington Trust / October 31, 2017
A video review and update of the financial market outlook for Q3 2017.

How to Prepare for Meeting With a Financial Advisor
By Mark K. W. Gim / October 27, 2017
Working with a financial advisor to plan how to manage your wealth requires some effort on your part. Whether it’s your first meeting or a periodic update to review how you’re doing, there are a number of steps that you can take to make each discussion more productive.

Inheritance Protections Plus Benefits Through Effective Trust Planning for Grandparents
By Kathleen A. Ryan / October 16, 2017
It is common for grandparents to want to pass on a legacy from their estates to their grandchildren either immediately or over time. However, they should know that care must be taken when passing funds to grandchildren with special healthcare needs and/or disabilities.

By Washington Trust / October 13, 2017
A series of hurricanes in the third quarter could not derail the U.S. economy which continues to chug along at a moderate rate. Real GDP (GDP adjusted for inflation) is estimated to have increased at just over 2% in the recent quarter. Industrial production took a sharp hit in August and September as Hurricane Harvey shut down much of the petrochemical industry and consumption also suffered. Absent the hurricanes, growth probably would have been closer to 3%, a pace similar to that of Q2.

By Washington Trust / October 13, 2017
According to the U.S. Census Bureau, almost one in five Americans has a disability, and for more than half of them, the disability is severe. In some cases, it stems from issues at birth or a chronic disease. In other instances, an accident delivers immediate and life-changing harm. But in all situations, the disability generates significant financial questions that must be addressed by the individual and his or her family.

Comparing the Pros and Cons of Passive and Active Investing
By Mark K. W. Gim / October 2, 2017
What are the pros and cons of using passive or active approaches for investors, and which is right for you?

 When Your Financial Plan Goes From Mine to Ours
By Kathleen A. Ryan / September 20, 2017
Newly married couples face a number of important decisions that will impact your financial planning together. Here are some steps to get you started.

2017 Market Outlook Update - Q3 Wealth Management Webinar
By Washington Trust / July 31, 2017
A video review and update of the financial market outlook for Q3 2017.

By Washington Trust / July 20, 2017
There has been a major shift in the financial advisory services world and it may alter the way some retirement accounts are managed.

The opinions expressed in this blog are those of the author and may not reflect those of Washington Trust Wealth Management. The information in this report has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Any opinions expressed herein are subject to change at any time without notice. Any person relying upon this information shall be solely responsible for the consequences of such reliance. Performance is historical and does not guarantee future results.

Such information does not constitute legal or professional advice as all situations are unique and are based on individual facts and circumstances.

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