Investment Newsletters & Articles

2017: 4th Quarter Review - WTM Quarterly Outlook

Published January 1, 2018

During the fourth quarter, U.S. Real Gross Domestic Product (GDP) growth remained wholesome. Internationally, monetary policy remains extremely easy and global economic growth has been trending in the positive direction.
The New Year will likely bring optimism.
The recently passed Tax Cuts and Job Acts is going to provide corporations with a major earnings tailwind throughout 2018. The expected short-term boost to domestic GDP growth will likely fuel higher levels of consumer confidence and additional equity market appreciation...

Click here to read more about our 2017 fourth quarter.

2017: 4th Quarter - Perspectives Newsletter

Published November 1, 2017

This quarter's "Perspectives" answers common questions regarding trusts, wills, and bequests. We also discuss the importance of having a trusted professional manage your wealth.

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


2017: 3rd Quarter Review - WTM Quarterly Outlook

Published September 30, 2017

Corporate earnings across the S&P 500 continued to grow at an impressive rate during the second quarter of 2017, driving equity markets higher throughout the third quarter.

We expect the domestic economy to remain in "Goldilocks" territory for the remainder of the calendar year. Low unemployment rates, cheap debt, manageable inflation, and an inexpensive U.S. Dollar should sustain economic growth, while providing a tailwind for corporate earnings. This suggests that for the time being, the porridge isn't too hot or too cold, but in fact; it's just right...

Click here to read more about our 2017 third quarter.



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