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Glenn Leest Investment Advisor
October 08, 2019 - Article
Recognizing Bias
We all like to think of ourselves as rational human beings. In reality, every one of us is prone to dozens of biases that make us think and act irrationally. Read on for more information on these biases and how to keep them in perspective when it comes to investing.
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
Lisa Short Office Manager
October 03, 2019 - Article
Year End Personal Finance Reminder Checklist
The New Year is around the corner and the busiest time of the year is just ahead. We want to make sure you wrap your year with bows tied despite the additional hustle bustle akin with the Holiday Season!
Lisa Short Office Manager
Ryan Stuart Business Director
September 17, 2019 - White Paper
Cyber Theft: The Modern-Day Pickpocket
The past 12 months have been marred with a number of high-profile cyberattacks (CapitalOne, Facebook, First American Corporation, and even the credit reporting agency Equifax). With the number of attacks on the rise, many cybersecurity experts believe it is not a matter of if you will be exposed to a cyberattack, but when...
Ryan Stuart Business Director
Matthew Haertzen Senior Investment Advisor
September 10, 2019 - Article
Lifetime Investment Strategies - Stage Two Investing: Building Wealth
If you are a Stage Two investor, this is the time to revisit your investing strategy and address these items particular to this stage of your life.
Matthew Haertzen Senior Investment Advisor
Glenn Leest Investment Advisor
September 10, 2019 - Article
Lessons from the Gym
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
John Heilner Chief Investment Officer
September 03, 2019 - Special Market Update
Special Market Update - September 2019
There's an old investment adage that has been around for decades, "the stock market is not the economy and the economy is not the stock market". While the relationship between the two can be closely associated, one is rearward-looking and the other forward...
John Heilner Chief Investment Officer
John Heilner Chief Investment Officer
August 20, 2019 - White Paper
Embracing The Role of REITs
REITs historically have delivered competitive total returns, based on high, steady dividend income and long-term capital appreciation. Their comparatively low correlation with other assets also makes them an excellent portfolio diversifier that can help reduce overall portfolio risk and increase returns...
John Heilner Chief Investment Officer
Glenn Leest Investment Advisor
August 13, 2019 - Article
What You Should Know About Annuities
If you have an annuity or are considering one, I highly recommend getting educated on the details. Here is some good information on annuities...
Glenn Leest Investment Advisor
Matthew Haertzen Senior Investment Advisor
August 13, 2019 - Article
Lifetime Investment Strategies - Stage One Investing: Getting Started
When it comes to investing, age is a big factor in the strategy you choose. Your investment strategy will change depending on which stage of life you are in.
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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