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Smart Advice Insight

Washington Trust Wealth Management Blog


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

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.

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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