Matt's Two-Minute Investing Insights

Matthew Haertzen Senior Investment Advisor
May 17, 2022 - Article
Life Roads
Two roads diverged in a wood, and I – I took the one less traveled by, And that has made all the difference. -Robert Frost
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
April 12, 2022 - Article
The Silver Lining: Tax Loss Harvesting in Down Markets
One upside of down markets is being able to sell investments at a loss, also known as tax loss harvesting.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
March 08, 2022 - Article
To ₿ or Not to ₿, That is the Question
Whether to invest in Bitcoin (₿) has been one of the most common questions I have been asked recently.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
March 01, 2022 - Video
Matt Haertzen's Special Market Update
With the tough start to the market for 2022 and now the war on Ukraine, I wanted to take a few minutes to remind you we are focused on the long-term and time in the market rather than trying to time the market..
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
January 25, 2022 - Article
Misery Loves Company: The Sequel
It's not easy to watch downturns in the market. Allow me to reassure you that everything will be ok.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
January 11, 2022 - Article
Forest Service Campgrounds and Investing
The new year brings the opportunity to make new choices and commit to new habits. It is also a great time to review the fundamental thinking and good habits that we already have in place in our investment philosophy.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
December 14, 2021 - Article
Don't Let This be a Debt-riment to Your Retirement
Over the years, I have been asked a lot of questions about debt. Recently, the low-interest-rate environment has fueled even more questions. Here are my answers to three common debt questions.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
November 16, 2021 - Article
Investing with Gratitude
I invite you to join me at the Investing Thanksgiving table as I share what I am thankful for this year.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
October 13, 2021 - Article
Scary Investing Mistakes
Halloween is just around the corner. In the spirit of the season, let’s examine some of the scariest investing mistakes.
Matthew Haertzen Senior Investment Advisor
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
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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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