WT Wealth Management Articles

Matthew Haertzen Senior Investment Advisor
March 12, 2019
Lions and Tigers and Health Care Costs
Rather than being afraid of rising healthcare costs and being able to pay for healthcare in retirement, take steps today to be prepared for them when you do retire...
Matthew Haertzen Senior Investment Advisor
Glenn Leest Investment Advisor
March 05, 2019
Preparing for Rainy Days
There is an old song by the Carpenters that goes: "Rainy Days and Mondays always get me down." I'm not a big fan of Mondays myself (the weekend always seems to go too fast!), but there is something you can do about rainy days. ...
Glenn Leest Investment Advisor
John Heilner Chief Investment Officer
March 01, 2019
Special Market Update - March 2019
Gross Domestic Product (GDP) - the broadest measure of goods and services produced in the United States - grew at a 2.6 percent annual rate in the fourth quarter of 2018...
John Heilner Chief Investment Officer
Ron Getto Senior Investment Advisor
February 22, 2019
Practice Makes Permanent - The Good Habits
Conventional wisdom says that many New Year's resolutions don't make it past the end of January. But that never means it's too late to aim higher anyway. Midway through February, we still have the opportunity to shed old practices...
Ron Getto Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
February 05, 2019
Prepare Now for Retirement
Are you ready to retire? Are you sure? Here are some things to consider to make sure you are ready when the time comes.
Matthew Haertzen Senior Investment Advisor
Glenn Leest Investment Advisor
February 01, 2019
New Year, New You, New IRA?
This year, why not make a financial New Year's Resolution that will pay you back for years to come?
Glenn Leest Investment Advisor
John Heilner Chief Investment Officer
February 01, 2019
Special Market Update - February 2019
On the front page of its website, the Federal Reserve, the central bank of the United States (the "Fed"), lists its mission as "providing the nation with a safe, flexible, and stable monetary and financial system".
John Heilner Chief Investment Officer
John Heilner Chief Investment Officer
January 15, 2019
Investing for the Long-term
Hey, we get it. The 4th quarter of 2018 was a difficult period to be invested in the equity markets. After a 2017 when volatility reached an unprecedented low and the markets seemingly appreciated every day...
John Heilner Chief Investment Officer
Matthew Haertzen Senior Investment Advisor
January 08, 2019
New IRS Contribution Limits for 2019
January is always a good time to take stock of your financial goals and decisions and make adjustments if necessary.
Matthew Haertzen Senior Investment Advisor
John Heilner Chief Investment Officer
December 21, 2018
Special Pre-Christmas Market Update
Over the past several days we have received a number of phone calls from clients: some nervous, some curious and most simply seeking a calm reassuring voice.
John Heilner Chief Investment Officer
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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.

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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.

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