2017: 3rd Quarter - Perspectives Newsletter
Published August 15, 2017
This quarter's "Perspectives" dives in to vacation homes and estate planning, ABLE vs. special needs trusts, estate settlements and the stretch IRA strategy.
2017: 2nd Quarter Review - WTM Quarterly Outlook
Published June 30, 2017
Domestic equity markets continued their rally this quarter, due to strong first quarter corporate earnings and improving economic conditions around the world.
2017: 2nd Quarter - Perspectives Newsletter
Published May 15, 2017
This quarter's "Perspectives" features advice on emotional investing, IRA beneficiaries, and choosing the right trustee.
2017: 1st Quarter Review - WTM Quarterly Outlook
Published April 1, 2017
Domestic equity markets rallied after the United States' presidential election, as the promise for corporate tax reform, deregulation, and substantial infrastructure spending sparked investor optimism.
Since the election, the political arena has been abound with controversy. Political uncertainty remains a theme, as changes to U.S. legislation and regulations could spur some sector specific volatility.
2017: 1st Quarter - Perspectives Newsletter
Published February 15, 2017
WTM is excited to unveil our new quarterly newsletter - "Perspectives". This quarter's topics include retirement, IRA errors, federal estate and gift taxes, and Bob Dylan. Check it out!