News & Resources

Smart Advice Insight

Washington Trust Wealth Management Blog


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

Specify Alternate Text
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.

Specify Alternate Text
By Washington Trust / June 20, 2016
In a week’s time, Britons will go to the polls to determine if the U.K. will remain in the European Union. This referendum has so captured the attention of investors as well as the public that new words have been coined to describe the opposing positions, “Brexit” to leave and “Bremain” to stay. In purely economic terms, exiting the European Union could conceivably push Britain, the world’s fifth largest economy and the EU’s second largest after Germany, into recession.

Specify Alternate Text
By Washington Trust / June 8, 2016
There are many ways families can work together to channel their charitable goals and build a philanthropic legacy.

By Washington Trust / June 8, 2016
Managing estate taxes can be a significant challenge for many affluent families and individuals. Therefore, careful planning is the best way to reduce estate taxes and maximize assets transferred to heirs. In the absence of an adequate plan, heirloom property or a family business that involved a lifetime of hard work may have to be sold to satisfy tax obligations. Fortunately, there are several unique planning mechanisms that can help individuals maintain wealth for generations to come. One such tool is the dynasty trust.

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.

Subscribe to Our eNewsletter

Washington Trust, the "W" logo, Washington Trust Wealth Management and Halsey Associates are registered trademarks of The Washington Trust Company.
Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency