News & Resources

Smart Advice Insight

Washington Trust Wealth Management Blog

rss

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


Mark K. W. Gim
Mark K. W. Gim
Mark K. W. Gim's Blog

Specify Alternate Text
By Mark K. W. Gim / October 27, 2017
Working with a financial advisor to plan how to manage your wealth requires some effort on your part. Whether it’s your first meeting or a periodic update to review how you’re doing, there are a number of steps that you can take to make each discussion more productive.

Specify Alternate Text
By Mark K. W. Gim / October 2, 2017
What are the pros and cons of using passive or active approaches for investors, and which is right for you?

Specify Alternate Text
By Mark K. W. Gim / April 24, 2017
As an investor, you may be satisfied with your long-term plan to manage your investment assets, but could find yourself in a financial situation that requires a fast response: an opportunity to purchase real estate, an attractive but time-sensitive business transaction, or an unexpected expense that you need to meet in the short term. Securities-based lending (SBL) may be the right way to access liquidity without the tax consequences of selling investments or changing your asset allocation.

Specify Alternate Text
By Mark K. W. Gim / March 21, 2017
It's important to understand how movements in markets can affect your wealth management goals. Here's a brief summary of some of the effects of rising interest rates on investments, and how your strategies may need to change with the financial environment.

Specify Alternate Text
By Mark K. W. Gim / February 6, 2017
With a new President in office, what will the investment landscape look like in 2017? Here’s what we think so far.

Specify Alternate Text
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.

Specify Alternate Text
By Mark K. W. Gim / December 5, 2016
From Brexit, to Presidential elections to interest rates, there are countless changing factors to consider when investing.

Specify Alternate Text
By Mark K. W. Gim / November 7, 2016
Building an investment portfolio is a lot like constructing a house…it takes a solid foundation and a lot of careful planning.

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
Loading

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