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


5 Ways to Leverage your Social Security Benefits
By Kimberly I. McCarthy, Esq. / October 22, 2018
In October, the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), will be released. Early indications suggest that the cost-of-living adjustment that will take effect for social security recipients at the beginning of 2019 could come in between 2.5%-3.00%. This is the first increase in some years that has not been consumed by Medicare premium hikes. Do you know enough about Social Security to leverage your benefits?

By Washington Trust / October 12, 2018
The S&P 500 Index has dropped nearly 7% from its all-time closing high on September 20th. Washington Trust Wealth Management shares some thoughts on the equity market pullback.

Q4 2017 Financial Market Outlook Webinar
By Washington Trust / October 31, 2017
A video review and update of the financial market outlook for Q3 2017.

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.

Will Your Business Survive Without You?
By Kathleen A. Ryan / October 26, 2016
Did you know that only 30% of family businesses are successfully passed on to the second generation?

Market Volatility: Another Good Reason for a Year-End Review
By Washington Trust / October 11, 2016
A year-end portfolio review provides an opportunity to take a thoughtful look back with a financial advisor before planning ahead. This article will help you prepare to take a closer look at your asset allocation.

Brexit and Where Do We Go From Here
By Washington Trust / July 8, 2016
Over the past two weeks, news and media outlets have flooded our data feeds with news out of Britain and the European Union (EU) over “Brexit”. Prior to the June 23rd vote, equity markets moved higher in anticipation of a “remain” vote, while they sharply corrected after the vote for “Brexit”. The market slide continued the following Monday, and we were then followed by a recovery through last Friday. But what is “Brexit” and what do we know about its potential impact today?

Implications of the Brexit
By Washington Trust / June 24, 2016
The Brexit vote for Britain to leave the EU has triggered a selloff in global equity markets although the impact in the U.S. is modest so far, with major indices down approximately 2.5% thus far today. Clearly, investors across the world were caught leaning the wrong way on the Brexit vote, and the short-term reaction has been sharp and painful. In this note, we focus on our view from a longer-term perspective.

Putting Brexit in Context
By Washington Trust / June 20, 2016
In a week’s time, Britons will go to the polls to determine if the U.K. will remain in the European Union. This referendum has so captured the attention of investors as well as the public that new words have been coined to describe the opposing positions, “Brexit” to leave and “Bremain” to stay. In purely economic terms, exiting the European Union could conceivably push Britain, the world’s fifth largest economy and the EU’s second largest after Germany, into recession.

Perspectives on the Market’s Volatility - January 7, 2016
By Washington Trust / January 7, 2016
Financial markets have had a difficult start to 2016 to say the least. Similar to last August, the proximate cause for the market swoon has been a weakening of the Chinese currency, which in theory is pegged to the dollar. Monetary authorities in China, who are in the process of opening up their economy and financial system, have had little choice but to ratchet the peg lower due to slowing economic growth or risk being overwhelmed by market forces.

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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