John Heilner's Library

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
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
John Heilner Chief Investment Officer
October 08, 2019 - Special Market Update
Special Market Update - October 2019
We're through the first weekend in October. Stocks began the month down enough that investors have taken notice and are beginning to wonder if we will see a repeat of last year's fourth quarter decline...
John Heilner Chief Investment Officer
John Heilner Chief Investment Officer
September 03, 2019 - Special Market Update
Speical 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
John Heilner Chief Investment Officer
August 01, 2019 - Special Market Update
Speical Market Update - August 2019
Fundamentally, stocks rise if a company's earnings grow or their multiple (price/earnings ratios) expands. Multiples are the premium that someone is willing to pay for a dollar of company earnings...
John Heilner Chief Investment Officer
John Heilner Chief Investment Officer
July 23, 2019 - Article
Thank you
We understand that entrusting your family's accounts to an advisor is an important decision. We take that obligation and the trust you have afforded us very seriously.
John Heilner Chief Investment Officer
John Heilner Chief Investment Officer
July 15, 2019 - White Paper
Revisiting Fundamentals
You wouldn't be human if you didn't fear loss. Obviously, when markets are going well, we hardly hear from our clients. But bring on a few rough months and our clients begin to ask questions about how their account is positioned....
John Heilner Chief Investment Officer
John Heilner Chief Investment Officer
July 01, 2019 - Special Market Update
Special Market Update - July 2019
Fundamentally, stocks rise if a company's earnings grow or their multiple (price/earnings ratios) expands. Multiples are the premium that someone is willing to pay for a dollar of company earnings.
John Heilner Chief Investment Officer
John Heilner Chief Investment Officer
June 18, 2019 - White Paper
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
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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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