Matt's Two-Minute Investing Insights

Matthew Haertzen Senior Investment Advisor
September 14, 2021 - Article
Preparation is Key
The best time for tax planning is now, when accountants have more time for tax planning meetings, and you are not busy with organizing your annual tax documents so you can meet the filing deadline. Here are some things you may want to consider in your tax planning preparation.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
August 10, 2021 - Article
Summer Article Series: Retirement - Planning for the Unpredictable (Article 3 of 3)
In retirement, it is important to get advice on the spending of your retirement assets - something called wealth decumulation.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
July 12, 2021 - Article
Summer Article Series: Retirement - Burying Bias (Article 2 of 3)
The reluctance of retirees to spend down their wealth in retirement may be explained by several behavioral biases.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
June 04, 2021 - Article
Summer Article Series: Retirement - Rethinking Retirement (Article 1 of 3)
It may be helpful to rethink retirement beyond the financial aspect of retirement savings.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
May 11, 2021 - Article
The Perfect Investor
We all make mistakes, but it may help to consider the characteristics of a perfect investor and do our best to attain them.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
April 13, 2021 - Article
My Favorite Things (in Investing)
Check out my list of favorite things when it comes to investing.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
March 09, 2021 - Article
Lessons Learned
Nobody wants to be dealing with the challenges of a pandemic, but we can learn lessons from it that will make us more prepared for what may come tomorrow.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
February 11, 2021 - Article
Women and Retirement
When it comes to retirement planning, women may face some unique challenges but can take steps to overcome them and be well-prepared for retirement.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
January 12, 2021 - Article
The Best Holiday Gift
Planning for your death is never fun or easy, but it is a task that will ultimately make life easier for your loved ones when that day comes.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
November 10, 2020 - Article
Financial Freedom: Saving
In my last installment on Financial Freedom, read about ways to use savings to help you achieve your financial goals.
Matthew Haertzen Senior Investment Advisor
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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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