Investment Newsletters & Articles

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

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