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Washington Trust Wealth Management Blog

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


How to Position Your Investments in Today’s Markets
By Mark K. W. Gim / December 5, 2016
From Brexit, to Presidential elections to interest rates, there are countless changing factors to consider when investing.

What to Know When Choosing an Executor or Trustee
By Kathleen A. Ryan / November 21, 2016
Are you certain the family member you’ve chosen as executor has the time and know how to handle the challenges of your estate?

What impact will Trump's victory have?
By Washington Trust / November 9, 2016
Markets dislike uncertainty, and the Trump victory may well lead to a Brexit-like selloff in the S&P 500. Similar to Brexit, however, the selloff may be short-lived depending on Trump’s post campaign messaging and the degree to which Congress is viewed as a countervailing balance against extreme change. After a bitterly divisive campaign, Trump has few friends in Congress and continued gridlock would not be surprising.

5 Easy Steps to Building an Efficient Investment Portfolio
By Mark K. W. Gim / November 7, 2016
Building an investment portfolio is a lot like constructing a house…it takes a solid foundation and a lot of careful planning.

Will Your Business Survive Without You?
By Kathleen A. Ryan / October 26, 2016
Did you know that only 30% of family businesses are successfully passed on to the second generation?

Cyber Security Planning
By Washington Trust / October 19, 2016
Is cyber security topping your list of concerns? Not likely – you might know this needs attention, but cyber security probably doesn’t make your list until something happens. For instance you receive an aggressive phone call from someone who identifies themselves as an IRS agent saying pay up or be arrested, or an e-mail pops up with a suspicious looking link, or a letter from your credit card company arrives in the mail asking you to verify a series of purchases from places you have never been.

Fall 2016 Perspectives and Planning
By Washington Trust / October 17, 2016
How is the U.S. economy performing this year? In this political season, it depends on who you ask and which data you look at. GDP remained sluggish in the first half of 2016 and averaged just 1.0% annualized for three consecutive quarters, including the final quarter of 2015. However, growth has perked up to approximately 2.5% - 3.0% in the September quarter. Overall, we have trimmed our full year 2016 GDP growth forecast to a range of 1.5% - 2.0% growth from a prior range of 2.0% - 2.5%.

By Washington Trust / October 11, 2016
Trusts can be an effective solution for those looking to marry investment wealth with their overall wealth management plan.

Market Volatility: Another Good Reason for a Year-End Review
By Washington Trust / October 11, 2016
A year-end portfolio review provides an opportunity to take a thoughtful look back with a financial advisor before planning ahead. This article will help you prepare to take a closer look at your asset allocation.

Questions to Ask When Drafting an Estate Plan
By Washington Trust / August 11, 2016
Discover why a sound financial plan should include trust and estate planning.

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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