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


Fall 2019: Market & Economy
By Washington Trust / October 18, 2019
U.S. financial markets have soared year to date through September 30, 2019. Not only has the Standard & Poor's 500 Index (S&P 500 Index) surged 20%, but bond prices have also climbed with the Bloomberg Barclays Aggregate Bond Index advancing 8.5%. Investors are struggling to ascertain the message of the markets. Does strength in stocks presage robust growth, or do plummeting interest rates, which caused bonds to rally, signal a sharp slowdown?

Summer 2019: Economy & Markets
By Washington Trust / July 25, 2019
Given its longevity and the fragility of the global economy, concerns abound over the expansion’s durability. There is little indication, however, of an impending downturn. U.S. GDP was off to a solid start in the first half of 2019, paced by a robust 3.1% annualized advance in Q11 and moderate growth of just over 2% likely for Q2. Our full year forecast, for GDP to increase in a range of 2% - 2.5%, is intact. 2.

Financial Empowerment: Income-ing!
By Washington Trust / July 25, 2019
In our last Financial Empowerment article, we talked about the basics of financial planning. We reviewed the process and the major information needed to start building a plan. Of those pieces of information, we discussed income, expenses, assets, and liabilities. Today, we are going to focus a little more on one of those topics: income.

Financial Planning First Steps After an Alzheimer’s Diagnosis
By Washington Trust / July 17, 2019
As seen on The Rhode Show - While it might be the last thing you want to focus on, one of the first things you should consider after an Alzheimer's diagnosis is putting together a financial, estate, and care plan.

Washington Trust Hires Private Client Advisor in Greater Boston Market
By Washington Trust / July 8, 2019
The Washington Trust Company is pleased to announce that Alexander Olson has joined the Company’s Wealth Management Division as a Private Client Advisor.

The Final Road to Retirement
By Washington Trust / May 15, 2019
If you are in your 50’s, you’re at a pivotal point on your retirement savings and planning journey. More than 63% of Americans retire between the ages of 57 and 66.* The most common retirement age is 62. As you approach that final stretch, it’s time to look ahead to make sure you are taking the right steps towards your dream retirement.

Washington Trust Wealth Management Announces Weston Financial Group Leadership Changes
By Washington Trust / April 30, 2019
Washington Trust Wealth Management, a $6.4 billion regional wealth management firm, has appointed Kathleen A. Ryan, Esq. and Mark T. Kelly, CFA, CFP, to lead Weston Financial Group, Inc., the division’s Wellesley, MA- based, SEC-Registered Investment Advisor. Ryan, who serves as Executive Vice President and Chief Wealth Management Officer of the division’s parent company, The Washington Trust Company, was named President of Weston Financial Group, Inc. Kelly, who recently joined Weston from Bainco International Investors in Boston, was appointed Principal Financial Counselor and Client Service Manager and will run the Company’s Wellesley office.

Spring 2019 Perspectives & Planning Financial Empowerment: Every Journey Begins with a Single Step
By Washington Trust / April 24, 2019
Money should not be a cause for stress; but our innate fear of the unknown often leads to financial anxiety. This is exacerbated by radio hosts, authors, television personalities, and corporations looking to profit from that fear. Countless articles on retirement planning begin with similar sounding statements: “Have you saved enough for retirement? Most people haven’t.” The question is valid, but the tone is designed to trigger anxiety.

Spring 2019: Market & Economy
By Washington Trust / April 24, 2019
Although 2018 ended dismally amidst tumbling financial markets, 2019 kicked off with optimism. Risk assets surged during the first quarter. Global stocks, led by the U.S., soared 12%1. Corporate debt including high-yield produced mid to high single digit returns. The transition by investors from extreme risk aversion to “risk on,” inspired by a shift in Federal Reserve policy, was almost instantaneous.

Halsey Associates Hires Peter Secrist as Vice President and Senior Portfolio Manager
By Washington Trust / March 25, 2019
Halsey Associates has announced that Peter J. Secrist of Fairfield, CT has been appointed Vice President and Senior Portfolio Manager.

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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Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.

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