Investment Newsletters & Articles

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, 2017

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 2018 first quarter 'Perspectives'.

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'.


Archived Articles and Newsletters

This page links to PDF files. If needed, use this link to download Adobe Reader.