Investment Newsletters & Articles

2018: 4th Quarter - Perspectives Newsletter

Published January 1, 2019

Estate planning can often be a tedious and confusing endeavor. What do you need to do to get started? How can you protect your beneficiaries? This quarter's Perspectives gives you some practical advice.

The issue also features tax breaks for the elderly, charitable giving trends, and sector explanations.

Click here to read our fourth quarter 'Perspectives'.

2018: 4th Quarter Review - WTM Quarterly Outlook

Published January 1, 2019

During the fourth quarter, the U.S. economy demonstrated its strength. Unemployment (3.7%) remained low, inflation (1.9%) trended close to the Federal Reserve's target, and Gross Domestic Product grew at an impressive rate (+3.0%). Despite healthy economic conditions, uncertainty increased along with financial market volatility.

Economic health and financial market stability are subject to many variables and therefore, many risks. Looking to 2019, key risks include the continued escalation of trade war between the United States and China, a policy mistake by the Federal Reserve, Brexit, and Special Counsel's investigation...

Click here to read more about our fourth quarter. 


Equity Market, Perspective is Key

Published December 28, 2018

Chris Meng, Senior Vice President of Investments shares insights on the volatility of the equity market on December 24, 2018 and the buying opportunities it can create.

Click here to read insights.

2018: 3rd Quarter Review - WTM Quarterly Outlook

Published September 30, 2018

The U.S. economy is robust. During the second quarter, Gross Domestic Product (GDP) increased by 2.9% or $516 billion. At this rate, the United States is expected to generate more than $18.5 trillion of goods, services, investments, and exports this year.

Investor sentiment is optimistic and economic conditions are ideal. GDP is growing at a quick clip, inflation is present but stable, businesses are paying fewer taxes, consumers are confident, and the University of Kentucky has a decent football team. Though economic strength is expected through the fourth quarter, we continue to vigilantly monitor economic and financial market risk...

Click here to read more about our third quarter. 

2018: 3rd Quarter - Perspectives Newsletter

Published August 1, 2018

Statistics show that nearly 40% of people aged 55 to 70 are unlikely to have sufficient resources to accommodate their standard of living during retirement. Are you prepared? This quarter's Perspectives offers some helpful advice.

Click here to read our third quarter 'Perspectives'.

2018: 2nd Quarter Review - WTM Quarterly Outlook

Published June 30, 2018

Financial market volatility continued during the second quarter of 2018, as investors considered the near and long-term economic consequences of the Tax Cuts and Jobs Act (TCJA), state and federal debt burdens, changing labor markets, central bank policy, and impending tariffs.

Despite volatility, the S&P 500 appreciated +5.3% during the quarter. Healthy economic conditions and a hefty tax tailwind – compliments of the TCJA – enabled 82% of companies in the S&P 500 to exceed first quarter earnings expectations...

Click here to read more about our second quarter.


2018: 2nd Quarter - Perspectives Newsletter

Published May 1, 2018

We know, estate planning can be confusing. This quarter's Perspectives focuses on all things estate: planning essentials, a settlement example, and the world of modern trust administration.

Click here to read our second quarter 'Perspectives'.


2018: 1st Quarter Review - WTM Quarterly Outlook

Published April 1, 2018

Equity markets entered 2018 wide-eyed and ready to run. Fresh off an economic espresso - the Tax Cuts and Jobs Act - money poured into equity markets. The S&P 500 appreciated 5.6% during January, and the Dow Jones Industrial Average approached 27,000.

The equity market rally was short lived, and price volatility returned to the market in February for the first time in nearly two years.

Despite recent volatility in equity markets, we see room for further appreciation. The U.S. economy and the world economy continue to provide corporations and financial markets a firm foundation. We continue to see short-term volatility as an opportunity to acquire high quality investments at suppressed prices...

2018: 1st Quarter - Perspectives Newsletter

Published February 1, 2018

This quarter's Perspectives considers all angles regarding the new tax reform including charitable gifts, federal estate and gift taxes, and retirement planning. The article also shares a warning for seniors and their living trusts.

Click here to read our first quarter 'Perspectives'.


Archived Articles and Newsletters

This page links to PDF files. If needed, use this link to download Adobe Reader.