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John Heilner Chief Investment Officer
January 01, 2017 - White Paper
2017: An Interesting Year Lies Ahead
For the fourth year in a row, we start the New Year with a comprehensive look at the global financial markets...
John Heilner Chief Investment Officer
WT Wealth Management
December 01, 2016 - Article
You're [almost] at Retirement's Door. Now What?
Your focus has been on saving for retirement. You're almost "there" at retirement's door. Now what? Let's take a look...
WT Wealth Management
WT Wealth Management
December 01, 2016 - Article
From Both Sides: Women in Investing
Taking a look at generalizations about women and investing, we asked WT Wealth Management's Emy Tice, CFP, her experience on these topics...
WT Wealth Management
John Heilner Chief Investment Officer
December 01, 2016 - White Paper
Spotlight on Globalization & Demograpics
Ask any political junkie, and they’ll tell you that the 2016 presidential campaign season has been one of the...
John Heilner Chief Investment Officer
John Heilner Chief Investment Officer
November 01, 2016 - White Paper
Most Americans Head to the Polls Tomorrow
Election Day in the United States is, at last, is here tomorrow. Similar to any other major event...
John Heilner Chief Investment Officer
Allen Atkins Chief Market Strategist
October 01, 2016 - Article
Taxes & your Investment Return
The gain or loss on your tax statement from Schwab for last year is not your actual total portfolio gain for the year...
Allen Atkins Chief Market Strategist
John Heilner Chief Investment Officer
October 01, 2016 - White Paper
Gold Educational Overview
Gold demand jumped 21% in the 1st quarter of 2016—its strongest first-quarter on record...
John Heilner Chief Investment Officer
WT Wealth Management
September 01, 2016 - Article
Illustrating Diversification
Periodically, we like to update clients about historic asset class performance. From inception, WT Wealth Management has stressed the importance of diversification, the only "free lunch" we know of in the investment world...
WT Wealth Management
John Heilner Chief Investment Officer
September 01, 2016 - White Paper
The 2016 US Presidential Election
What to pay attention to and what to ignore in the US Presidential Election...
John Heilner Chief Investment Officer
WT Wealth Management
August 01, 2016 - Article
Taxes as an Investment Strategy?
While the composition of investments in your portfolio is important in terms of their returns, investing in a tax-efficient manner can generate income in your pocket as well...
WT Wealth Management
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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.

View Disclosure
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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