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


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.

When to Choose a Corporate Fiduciary
By Washington Trust / August 11, 2016
Explore five of the most important elements in deciding between a family member and corporate fiduciary.

By Washington Trust / August 11, 2016
Learn why holding financial assets in a variety of different accounts could have a big effect on the wealth-transfer implications of your overall estate plan.

The Impact of the Brexit Vote
By Washington Trust / July 12, 2016
The impact of the Brexit vote on equity markets was short-lived as investors resumed buying equities a mere 3 trading sessions after the historic vote. The FTSE 100, which consists of large multinational corporations trading in London ended the week following the vote about 5% above pre-referendum levels, and most equity markets rallied back substantially from the lows set in the trading sessions immediately following the vote.

Economic & Financial Market Review and Outlook
By Washington Trust / July 12, 2016
After a soft finish to 2015 and a weak start in 2016, U.S. GDP growth appears to have rebounded in Q2 2016 to 2.5% or better, a welcome improvement from the 1.25% average of the prior two quarters. We continue to forecast 2%+ GDP for the remainder of 2016 and our full year view of 2% to 2.5% growth, accordingly, remains intact. The probability of recession over the next twelve months still appears low, although one could argue, risks are slightly more elevated due to soft global growth and slowing job gains.

Brexit and Where Do We Go From Here
By Washington Trust / July 8, 2016
Over the past two weeks, news and media outlets have flooded our data feeds with news out of Britain and the European Union (EU) over “Brexit”. Prior to the June 23rd vote, equity markets moved higher in anticipation of a “remain” vote, while they sharply corrected after the vote for “Brexit”. The market slide continued the following Monday, and we were then followed by a recovery through last Friday. But what is “Brexit” and what do we know about its potential impact today?

Bring Charitable Giving Into Your Estate Plan
By Washington Trust / July 6, 2016
There are different options for setting up a charitable contribution through your estate plan. Here are several options and why they may be suitable for your financial plan.

By Washington Trust / July 6, 2016
Some of the reasons why you might consider adding a grantor retained annuity trust (GRAT) to your estate planning arsenal.

Implications of the Brexit
By Washington Trust / June 24, 2016
The Brexit vote for Britain to leave the EU has triggered a selloff in global equity markets although the impact in the U.S. is modest so far, with major indices down approximately 2.5% thus far today. Clearly, investors across the world were caught leaning the wrong way on the Brexit vote, and the short-term reaction has been sharp and painful. In this note, we focus on our view from a longer-term perspective.

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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