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John Heilner Chief Investment Officer
December 04, 2019 - Special Market Update
Special Market Update - Decmeber 2019
The Santa Claus rally was first referenced by Yale Hirsch in his Stock Trader's Almanac in 1972 and is defined as a sustained increase in the stock market that occurs during the last 5 trading days in December through the first two trading days in January...
John Heilner Chief Investment Officer
Matthew Haertzen Senior Investment Advisor
December 02, 2019 - Article
Five Ways to Improve your Holiday Shopping
Before you hit the malls or fill up that online shopping cart, take a few minutes as you read this article to reflect on your holiday spending and commit to being more thoughtful in your shopping this year. Here are five ways you can do just that.
Matthew Haertzen Senior Investment Advisor
John Heilner Chief Investment Officer
November 19, 2019 - White Paper
Negative Interest Rates Explained
In the simplest sense, negative interest rates mean banks would pay money each month to park their money at the central bank - a reversal of how banking typically works. Usually deposits are rewarded rather than penalized...
John Heilner Chief Investment Officer
Matthew Haertzen Senior Investment Advisor
November 12, 2019 - Article
Year-End Market Forecasts: There Is No Crystal Ball
With year-end just around the corner, you will probably begin to see the annual market predictions of pundits and market analysts for the upcoming year. Let me explain why you should ignore the investing gurus’ market predictions and what you should do instead.
Matthew Haertzen Senior Investment Advisor
Glenn Leest Investment Advisor
November 12, 2019 - Article
Understanding Investment Advisor Fees
The duty of financial advisors and the fees they charge is a confusing, but very important, subject that everyone should understand before hiring an advisor. This article is intended to help you understand just that because you deserve to know exactly how much you are paying and what those fees are paying for.
Glenn Leest Investment Advisor
John Heilner Chief Investment Officer
November 05, 2019 - Special Market Update
Special Market Update - November 2019
October was one of the busiest news months of the year. Despite moderately slowing GDP, mixed corporate earnings results, Brexit drama, US/China trade war developments and impeachment noise the equity markets marched higher after some early month weakness...
John Heilner Chief Investment Officer
Matthew Haertzen Senior Investment Advisor
October 23, 2019 - Article
Making Taxes More Convenient
In the book Gone with the Wind by Margaret Mitchell, Scarlett O'Hara complains, "Death, taxes and childbirth! There's never any convenient time for any of them." Surprisingly insightful, Scarlett declares what we all feel every year as April 15 marches closer...
Matthew Haertzen Senior Investment Advisor
John Heilner Chief Investment Officer
October 16, 2019 - White Paper
Don't worry about your investments, worry about your personal finances
August's market weakness on recession fears may have caused a minor panic attack in many investors. As we talk to our clients, nearly every investor remembers 2018 when the markets provided three quarters of exceptional returns... then gave it all back and more in the last quarter.
John Heilner Chief Investment Officer
Glenn Leest Investment Advisor
October 08, 2019 - Article
Recognizing Bias
You may not realize that you can learn a great deal about investing by applying the keys to success in the gym...
Glenn Leest Investment Advisor
Matthew Haertzen Senior Investment Advisor
October 08, 2019 - Article
Lifetime Investment Strategies - Stage Three Investing: Retirement
If you are approaching retirement or already retired, you are a Stage Three investor. Make sure you take care of the important financial items particular to this stage of life.
Matthew Haertzen Senior Investment Advisor
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Any opinions expressed on this website are the opinions of WT Wealth Management and its associates only. Material listed on this website is neither an offer to buy or sell securities nor should it be interpreted as personal financial advice. You should always seek out the advice of a qualified investment professional before deciding to invest. Investing in stocks, bonds, mutual funds and ETF’s carry certain specific risks and part or all of your account value can be lost.

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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