Investment Newsletters & Articles

2019: 3rd Quarter Review

WTM Quarterly Outlook

Published September 30, 2019

The U.S. stock market continued to surge as it entered the third quarter of 2019. Earnings generally exceeded expectations for companies in the S&P 500; domestic economic data continued to exhibit sustainability, and market confidence in interest rate cuts grew.

Volatility and risk may be elevated for the final months of 2019, but economic conditions remain healthy. We remain watchful of earnings season, as corporations face increasingly difficult comparisons. We will continue to be patient while seeking attractive valuations on high quality, durable, long-term investments...

2019: 3rd Quarter

Perspectives Newsletter

Published September 15, 2019

Although Social Security benefits aren't likely to make up a sizable part of your retirement income, your planning wouldn't be complete without getting a good grasp on how much you'll be receiving.

This quarter's "Perspectives" gives you the '101' on Social Security and how you should be preparing. The article also features philanthropy and your IRA, trust taxes, and a proposed wealth tax.

Click here to read our third quarter 'Perspectives'.


2019: 2nd Quarter Review

WTM Quarterly Outlook

Published June 30, 2019

Equity markets entered the second quarter of 2019 on firm footing. First quarter earnings results exceeded expectations for three-quarters of the companies in the S&P 500, and domestic economic data demonstrated sustained strength.

We enter the third quarter with guarded optimism. Volatility and risk may remain elevated during the remainder of 2019, despite solid earnings growth and healthy economic conditions. We remain mindful of leading economic indicators and continue to patiently seek attractive valuations on high quality, durable, long-term investments...

2019: 2nd Quarter

Perspectives Newsletter

Published June 15, 2019

A 2017 survey revealed that only 42% of American adults have a will or a living trust in place. But why?

This quarter's "Perspectives" addresses the importance of estate planning, financial tips for the single senior, and the latest in estate and gift taxes.

Click here to read our second quarter 'Perspectives'.


2019: 1st Quarter Review

WTM Quarterly Outlook

Published April 1, 2019

The risks and financial market volatility that characterized the fourth quarter of 2018 gave way early in 2019. The Federal Reserve re-positioned interest rate expectations, and the Trump Administration took a more measured approach to trade negotiations. With headline risks receding and investor sentiment improving, equity markets appreciated, generating the best first quarter returns since 1998.

Overall, we look to the future with guarded optimism. The sources of financial market volatility that affected the fourth quarter of 2018 are latent for the time being. Key economic indicators continue to flash green and sustained economic strength appears likely over the near-term...

Click here to read more about our first quarter. 


2019: 1st Quarter

Perspectives Newsletter

Published March 15, 2019

We hear it all the time: Time in the market is more important than timing the market. But what if you are close to retirement? Timing may be more important than you think.

This quarter's "Perspectives" offers sound advice for future and current retirees. In addition, the issue focuses on estate taxes and the importance of a corporate fiduciary.

Click here to read our first quarter 'Perspectives'.


Archived Articles and Newsletters

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