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Washington Trust Wealth Management Announces Weston Financial Group Leadership Changes
By Washington Trust / April 30, 2019
Washington Trust Wealth Management, a $6.4 billion regional wealth management firm, has appointed Kathleen A. Ryan, Esq. and Mark T. Kelly, CFA, CFP, to lead Weston Financial Group, Inc., the division’s Wellesley, MA- based, SEC-Registered Investment Advisor. Ryan, who serves as Executive Vice President and Chief Wealth Management Officer of the division’s parent company, The Washington Trust Company, was named President of Weston Financial Group, Inc. Kelly, who recently joined Weston from Bainco International Investors in Boston, was appointed Principal Financial Counselor and Client Service Manager and will run the Company’s Wellesley office.

Spring 2019 Perspectives & Planning Financial Empowerment: Every Journey Begins with a Single Step
By Washington Trust / April 24, 2019
Money should not be a cause for stress; but our innate fear of the unknown often leads to financial anxiety. This is exacerbated by radio hosts, authors, television personalities, and corporations looking to profit from that fear. Countless articles on retirement planning begin with similar sounding statements: “Have you saved enough for retirement? Most people haven’t.” The question is valid, but the tone is designed to trigger anxiety.

Spring 2019: Market & Economy
By Washington Trust / April 24, 2019
Although 2018 ended dismally amidst tumbling financial markets, 2019 kicked off with optimism. Risk assets surged during the first quarter. Global stocks, led by the U.S., soared 12%1. Corporate debt including high-yield produced mid to high single digit returns. The transition by investors from extreme risk aversion to “risk on,” inspired by a shift in Federal Reserve policy, was almost instantaneous.

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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Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.

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