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Washington Trust Wealth Management Blog


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

Ensuring Your Family's Security
By Washington Trust / April 1, 2016
To protect your family's financial well being, take a tip from the Boy Scouts and "be prepared." Look over this checklist to see if all your bases are covered in the event of a debilitating injury or death.

How to Bring Charitable Giving Into Your Financial Plan
By Washington Trust / March 7, 2016
If helping others is one of your financial goals, consider tools and strategies that may help you maximize your charitable gifts.

What is a Living Trust?
By Washington Trust / March 7, 2016
A living trust is one of the most prevalent estate planning tools in use today. Most people use a living trust instead of a will to avoid probate, a court-supervised process for transferring assets to the beneficiaries listed in your will, which can be expensive and exposes your estate to public record. A living will does not avoid the estate tax but makes the settlement process much easier.

By Washington Trust / February 8, 2016
Executors, and in certain situations beneficiaries who are in possession of inherited assets, are now subject to additional reporting requirements relating to the estate tax value under the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 (the “Act”).

Women, Wealth, and Legacy Planning
By Washington Trust / February 8, 2016
Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as their beneficiaries' financial security, women play a central role in establishing and preserving family wealth.

Yours, Mine, and Ours - A Couple's Guide to Retirement Planning
By Washington Trust / February 8, 2016
Learn how and why couples should work together when planning and saving for their shared future.

By Washington Trust / January 19, 2016
January is prediction season as every investment house, including our own, gives their market forecast for the next 12-months. Many of their arguments for why investments will go up or down are well laid out based on current facts. Many Wall Street firms today are looking for modest stock market gains in 2016, with concerns over the global economy, a strong U.S. Dollar and rising interest rates as the primary headwinds keeping a lid on growth.

Partridge Snow & Hahn Executive Joins Washington Trust Wealth Management
By Washington Trust / January 15, 2016
Washington Trust Wealth Management announced that Kathleen A. Ryan, Esq. has been named senior vice president, Wealth Management Client Services, Trust and Estate Services. She will join Washington Trust Wealth Management in December from the law firm Partridge Snow & Hahn LLP where she was partner and chair of the Trusts and Estates group.

Perspectives & Planning Winter 2016
By Washington Trust / January 15, 2016
This quarter’s newsletter highlights our annual outlook for the global economy and capital markets. We believe there will be continued moderate growth in 2016, despite some significant headwinds from energy prices and geopolitical risks that will trigger volatility during the year.

Perspectives on the Market’s Volatility - January 7, 2016
By Washington Trust / January 7, 2016
Financial markets have had a difficult start to 2016 to say the least. Similar to last August, the proximate cause for the market swoon has been a weakening of the Chinese currency, which in theory is pegged to the dollar. Monetary authorities in China, who are in the process of opening up their economy and financial system, have had little choice but to ratchet the peg lower due to slowing economic growth or risk being overwhelmed by market forces.

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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