2017: 4th Quarter Review - WTM Quarterly Outlook
Published January 1, 2018
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.
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...