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Washington Trust Wealth Management Blog

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


A Focus on Building Wealth for Millennials
By AJ Monaco / October 30, 2018
As seen on The Rhode Show - A few tips for millennials on building wealth and avoiding becoming a "lost generation" for wealth accumulation.

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.

The LLC Option for Owning Residential or Commercial Rental Property
By Kathleen A. Ryan / November 6, 2017
Rental Real Estate is a viable business, but not without its risks of liability. Learn how using an LLC structure in your business plan could help add a layer of protection to your personal assets.

How to Prepare for Meeting With a Financial Advisor
By Mark K. W. Gim / October 27, 2017
Working with a financial advisor to plan how to manage your wealth requires some effort on your part. Whether it’s your first meeting or a periodic update to review how you’re doing, there are a number of steps that you can take to make each discussion more productive.

 When Your Financial Plan Goes From Mine to Ours
By Kathleen A. Ryan / September 20, 2017
Newly married couples face a number of important decisions that will impact your financial planning together. Here are some steps to get you started.

A Roadmap to Your Happy Retirement
By Kathleen A. Ryan / March 6, 2017
When crafting a financial plan for retirement, you should assess your goals, identify income streams and determine your future needs and options.

Are you on target to meet your financial goals?
By Mark K. W. Gim / January 4, 2017
Are you on target to meet your retirement goals? Half of all American workers don’t know how much money they will need to retire comfortably. A strong financial plan can help you juggle challenges and keep you on track towards meeting your long-term goals. Here are some tips for getting your retirement plan on target.

By Washington Trust / December 12, 2016
Assets in 529 plans have grown significantly in recent years primarily because parents and other family members have begun to recognize their college planning potential. But there's another side to 529 plans that may appeal to you -- potential estate planning benefits.

Cyber Security Planning
By Washington Trust / October 19, 2016
Is cyber security topping your list of concerns? Not likely – you might know this needs attention, but cyber security probably doesn’t make your list until something happens. For instance you receive an aggressive phone call from someone who identifies themselves as an IRS agent saying pay up or be arrested, or an e-mail pops up with a suspicious looking link, or a letter from your credit card company arrives in the mail asking you to verify a series of purchases from places you have never been.

Questions to Ask When Drafting an Estate Plan
By Washington Trust / August 11, 2016
Discover why a sound financial plan should include trust and estate 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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