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Washington Trust Wealth Management Blog


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

What are the Benefits of a Revocable Trust?
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.

2017 Market Outlook - January Wealth Management Webinar
By Washington Trust / January 26, 2017
A video review of the 2016 financial markets and discussion on the outlook for 2017.

Halsey Associates Relocate Corporate Offices to  One Century Tower in New Haven, CT
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.

Washington Trust Promotes Holly M. Knott to Vice President, Wealth Management Planning Officer
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.

Perspectives & Planning: Winter 2017
By Washington Trust / January 9, 2017
Despite a poor start in 2016, both the economy and financial markets shrugged off a string of major political shocks from Brexit to the election of Donald Trump, and turned in a solid performance for the full year. We begin 2017 on an optimistic note. After barely advancing more than 1% in the first half of 2016, U.S. GDP grew at a robust 3.5% annualized pace in the third quarter and likely increased better than 2% in the final quarter of 2016. For the full year, GDP is likely to have grown around 2%, or in line with the trend of recent years.

Are you on target to meet your financial goals?
By Mark K. W. Gim / January 4, 2017
Are you on target to meet your retirement goals? Half of all American workers don’t know how much money they will need to retire comfortably. A strong financial plan can help you juggle challenges and keep you on track towards meeting your long-term goals. Here are some tips for getting your retirement plan on target.

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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