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Smart Advice Insight

Washington Trust Wealth Management Blog

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


 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.

By Washington Trust / July 20, 2017
With summer upon us, our initial forecast from January 2017 for full-year U.S. economic growth now appears aggressive.

2017 Market Outlook Update - Q2 Wealth Management Webinar
By Washington Trust / May 2, 2017
A video review and update of the financial market outlook for Q2 2017.

Leveraging Your Securities to Finance Your Short Term Cash Needs
By Mark K. W. Gim / April 24, 2017
As an investor, you may be satisfied with your long-term plan to manage your investment assets, but could find yourself in a financial situation that requires a fast response: an opportunity to purchase real estate, an attractive but time-sensitive business transaction, or an unexpected expense that you need to meet in the short term. Securities-based lending (SBL) may be the right way to access liquidity without the tax consequences of selling investments or changing your asset allocation.

Perspectives & Planning: Spring 2017
By Washington Trust / April 17, 2017
Despite a preponderance of encouraging economic data, Q1 GDP appears likely to be lackluster and in the vicinity of 1.5%. A weak winter quarter has been more or less the norm in recent years with weather providing a convenient excuse. However, this year’s mild winter leaves us somewhat perplexed. After powering the economy in the back half of 2016 shoppers took a break, as consumer spending has been virtually stagnant in the early months of 2017.

How a Trusteed IRA Can Offer Control and Peace of Mind
By Kathleen A. Ryan / April 7, 2017
The average growth rate of IRA account balances has increased steadily over the past decade. Learn how a Trusteed IRA may allow you to keep your own assets on the rise for future generations well after you pass.

How Could Rising Interest Rates Impact Your Wealth?
By Mark K. W. Gim / March 21, 2017
It's important to understand how movements in markets can affect your wealth management goals. Here's a brief summary of some of the effects of rising interest rates on investments, and how your strategies may need to change with the financial environment.

A Roadmap to Your Happy Retirement
By Kathleen A. Ryan / March 6, 2017
When crafting a financial plan for retirement, you should assess your goals, identify income streams and determine your future needs and options.

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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