Investment Newsletters & Articles

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.

Click here to read our 2017 second quarter 'Perspectives'.


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. 

Click here to read more about our 2017 first quarter.


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!

Click here to read our 2017 first quarter 'Perspectives'.


2016: 4th Quarter Review - WTM Quarterly Outlook

Published January 1, 2017

After a sleepy summer, the market came alive as investors repositioned their portfolio for the Presidential election. An unexpected victory for the Republican candidate, Donald Trump, lit the market on fire as investors poured billions of dollars into equities, producing the largest post-election rally in history.

Heading into 2017, we see few certainties. Positive and negative headline risks will likely result in substantial market volatility for both fixed income and equity markets.

Click here to read more about our 2016 fourth quarter.


2016: 3rd Quarter Review - WTM Quarterly Outlook

Published October 1, 2016

The selloff caused by the UK’s unexpected decision to exit the European Union was short lived. Volatility quickly subsided as equity markets lulled through the summer and yawned to new all-time highs.

U.S. economic data continued to show strength throughout the quarter and unemployment remains below 5%.

Click here to read more about our 2016 third quarter.


Archived Articles and Newsletters

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