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


The Final Road to Retirement
By Washington Trust / May 15, 2019
If you are in your 50’s, you’re at a pivotal point on your retirement savings and planning journey. More than 63% of Americans retire between the ages of 57 and 66.* The most common retirement age is 62. As you approach that final stretch, it’s time to look ahead to make sure you are taking the right steps towards your dream retirement.

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.

From PBN - Five Questions With: Joseph Confessore
By Washington Trust / January 23, 2019
Washington Trust in the News - Providence Business News recently featured an interview with Joseph Confessore who leads the Bank's new Private Clients Group.

Market Brief: Big Picture Generally Positive Despite Market Selloff
By Washington Trust / December 7, 2018
Uncertainty regarding the trajectories of both U.S. monetary policy and U.S./China trade negotiations continue to weigh on the U.S. and global financial markets. The S&P 500 price level has retreated towards a 52-week low while volatility has advanced towards a 52-week high, and the U.S. Treasury yield curve has moved closer to inversion1, a condition that has often been a predictor of a recession, although those recessions have typically followed the inversion by approximately two years.

5 Ways to Leverage your Social Security Benefits
By Kimberly I. McCarthy, Esq. / October 22, 2018
In October, the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), will be released. Early indications suggest that the cost-of-living adjustment that will take effect for social security recipients at the beginning of 2019 could come in between 2.5%-3.00%. This is the first increase in some years that has not been consumed by Medicare premium hikes. Do you know enough about Social Security to leverage your benefits?

By Washington Trust / October 12, 2018
The S&P 500 Index has dropped nearly 7% from its all-time closing high on September 20th. Washington Trust Wealth Management shares some thoughts on the equity market pullback.

Q4 2017 Financial Market Outlook Webinar
By Washington Trust / October 31, 2017
A video review and update of the financial market outlook for Q3 2017.

What impact will Trump's victory have?
By Washington Trust / November 9, 2016
Markets dislike uncertainty, and the Trump victory may well lead to a Brexit-like selloff in the S&P 500. Similar to Brexit, however, the selloff may be short-lived depending on Trump’s post campaign messaging and the degree to which Congress is viewed as a countervailing balance against extreme change. After a bitterly divisive campaign, Trump has few friends in Congress and continued gridlock would not be surprising.

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?

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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