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Washington Trust Wealth Management Blog

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


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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.

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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.

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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.

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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.

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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.

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By Mark K. W. Gim / February 6, 2017
With a new President in office, what will the investment landscape look like in 2017? Here’s what we think so far.

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By Kathleen A. Ryan / January 27, 2017
Learn more about the benefits of a revocable trust and how it compares to a traditional will for your estate plan.

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By Washington Trust / January 26, 2017
A video review of the 2016 financial markets and discussion on the outlook for 2017.

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By Washington Trust / January 23, 2017
Halsey Associates, the New Haven, Connecticut based division of Washington Trust Wealth Management, today announced that it has relocated its corporate offices to the 10th Floor, Suite 1006 of One Century Tower at 265 Church Street in New Haven.

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By Washington Trust / January 9, 2017
Washington Trust is pleased to announce that Holly M. Knott has been promoted to the role of Vice President and Wealth Management Planning Officer.

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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