WT Wealth Management Articles

Glenn Leest Investment Advisor
June 18, 2019
When is the Right Time to Invest?
I am often asked, "When is the right time to invest?" My answer is always the same...
Glenn Leest Investment Advisor
Matthew Haertzen Senior Investment Advisor
June 18, 2019
Secure your Mask First and Then Assist the Kids
While a college education for your children is a priority, there are many reasons why your annual retirement contributions should come before saving for college. Do your children a favor and help yourself first.
Matthew Haertzen Senior Investment Advisor
John Heilner Chief Investment Officer
June 18, 2019
Presidential Election Cycle Theory
Even now, with 16 months before Americans march to the polls on November 3rd, 2020, investors are beginning to ask about the impact of the 2020 Presidential Election on financial markets...
John Heilner Chief Investment Officer
Daniel Goodman Investment Advisor
June 12, 2019
A Freelancers' Guide to Retirement Planning
Once a small minority, freelancers have now become 35% of the American economy. According to a recent report from Morgan Stanley, that number is projected to jump to 50% in the next ten years...
Daniel Goodman Investment Advisor
John Heilner Chief Investment Officer
June 01, 2019
Special Market Update - June 2019
The Trade War is Real - During the month of May the U.S.-China trade war negotiations fell apart, after China walked back on several key points in what many experts describe as the 9th inning of consummating a trade deal.
John Heilner Chief Investment Officer
Matthew Haertzen Senior Investment Advisor
May 21, 2019
How Not to Spend your Summer Vacation: When Less is More
In my experience, when it comes to checking your portfolio, less is more. Not only will your hands-off approach save you a lot of time and anxiety, it can actually save you money...
Matthew Haertzen Senior Investment Advisor
Glenn Leest Investment Advisor
May 21, 2019
Why You Need an Investment Advisor
Have you ever wondered about whether you need an investment advisor? Let me tell you how investment advisors can benefit you and bring your financial health to the next level...
Glenn Leest Investment Advisor
John Heilner Chief Investment Officer
May 16, 2019
Financial Advisors as Fiduciaries
Fiduciary Standard or Suitability Standard... What do either of these have to do with the management of your money? The answer is a lot and we'll examine that in this month's White Paper...
John Heilner Chief Investment Officer
John Heilner Chief Investment Officer
May 01, 2019
Special Market Update - May 2019
The US Commerce Department reported last Friday, April 26th, that US GDP grew at a rate of 3.2% for the first quarter 2019 on an annualized basis...
John Heilner Chief Investment Officer
Matthew Haertzen Senior Investment Advisor
April 25, 2019
The Yield Curve Inversions Explained
If you pay attention to investment news, you may have heard about the yield-curve inversion that occurred in late March. We are closely monitoring this rare, but potentially significant occurrence...
Matthew Haertzen Senior Investment Advisor
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At WT Wealth Management we strongly suggest having a personal financial plan in place before making any investment decisions including understanding your personal risk tolerance and having clearly outlined investment objectives.

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WT Wealth Management is an SEC registered investment adviser, with in excess of $100 million in assets under management (AUM) with offices in Flagstaff, Scottsdale, Sedona and Tucson, AZ along with Jackson Hole, WY and Las Vegas, NV. WT Wealth Management is a manager of Separately Managed Accounts (SMAs). With SMAs, performance can vary widely from investor to investor as each portfolio is individually constructed and managed. Asset allocation weightings are determined based on a wide array of economic and market conditions the day the funds are invested. In an SMA, each investor may own individual Exchange Traded Funds (ETFs), individual equities or mutual funds. As the manager we have the freedom and flexibility to tailor the portfolio to address an individual investor's personal risk tolerance and investment objectives – thus making the account “separate” and distinct from all others we manage. An investment with WT Wealth Management is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Any opinions expressed are the opinions of WT Wealth Management and its associates only. Information offered is neither an offer to buy or sell securities nor should it be interpreted as personal financial advice. Always seek out the advice of a qualified investment professional before deciding to invest. Investing in stocks, bonds, mutual funds and ETFs carries certain specific risks and part or all of an account's value can be lost. In addition to the normal risks associated with investing, narrowly focused investments, investments in smaller companies, sector and/or thematic ETFs and investments in single countries typically exhibit higher volatility. International, Emerging Market and Frontier Market ETFs, mutual funds and individual securities may involve risk of capital loss from unfavorable fluctuations in currency values, from differences in generally accepted accounting principles or from economic or political instability that other nations experience. Individual bonds, bond mutual funds and bond ETFs will typically decrease in value as interest rates rise. A portion of a municipal bond fund's income may be subject to federal or state income taxes or the alternative minimum tax. Capital gains (short and long-term), if any, are subject to capital gains tax. Diversification and asset allocation may not protect against market risk or investment losses. At WT Wealth Management, we strongly suggest having a personal financial plan in place before making any investment decisions including understanding personal risk tolerance, having clearly outlined investment objectives and a clearly defined investment time horizon. WT Wealth Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. WT Wealth Management's website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of WT Wealth Management's website should not be construed by any consumer and/or prospective client as WT Wealth Management's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by WT Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of WT Wealth Management's current written disclosure statement discussing WT Wealth Management's registrations, business operations, services, and fees is available at the SEC's investment adviser public information website (www. adviserinfo.sec.gov) or from WT Wealth Management directly. WT Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WT Wealth Management's web site or incorporated therein, and takes no responsibility therefor. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

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