Investment Newsletters & Articles

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.

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


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.

During the remainder of the year, political uncertainty will remain a potential source of volatility. Turbulence in the international oil market and other geopolitical events could induce volatility in what has been an unprecedented calm for financial markets. Despite a solid near term outlook, we remain critical of valuations and continue to invest with a heightened sense of prudence...

Click here to read more about our 2017 second quarter.


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'.


Archived Articles and Newsletters

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