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Washington Trust Wealth Management Blog

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Timely advice & commentary about investing, taxes, financial planning and more.


What to Know When Choosing an Executor or Trustee
By Kathleen A. Ryan / November 21, 2016
Are you certain the family member you’ve chosen as executor has the time and know how to handle the challenges of your estate?

What impact will Trump's victory have?
By Washington Trust / November 9, 2016
Markets dislike uncertainty, and the Trump victory may well lead to a Brexit-like selloff in the S&P 500. Similar to Brexit, however, the selloff may be short-lived depending on Trump’s post campaign messaging and the degree to which Congress is viewed as a countervailing balance against extreme change. After a bitterly divisive campaign, Trump has few friends in Congress and continued gridlock would not be surprising.

5 Easy Steps to Building an Efficient Investment Portfolio
By Mark K. W. Gim / November 7, 2016
Building an investment portfolio is a lot like constructing a house…it takes a solid foundation and a lot of careful planning.

The opinions expressed in this blog are those of the author and may not reflect those of Washington Trust Wealth Management. The information in this report has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Any opinions expressed herein are subject to change at any time without notice. Any person relying upon this information shall be solely responsible for the consequences of such reliance. Performance is historical and does not guarantee future results.

Such information does not constitute legal or professional advice as all situations are unique and are based on individual facts and circumstances.

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