Matt's Two-Minute Investing Insights

Matthew Haertzen Senior Investment Advisor
August 11, 2020 - Article
Financial Freedom:
Keeping that Bait on the Hook
I believe you should use your bait (money) wisely. After all, you can either eat the bait yourself or you can use it to hook the biggest fish of your life – financial freedom. Here are some spending guidelines I would like to share to help you hook that fish.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
July 15, 2020 - Article
Class is in Session
Read here for a basic list of the Top Ten Investing Terms.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
May 12, 2020 - Article
Getting Better all the Time
I am guided by continuous improvement. I believe everyone has the capacity for improvement, and for me, a life well-lived includes personal growth and life-long learning...
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
April 07, 2020 - Article
When Life Gives You Lemons
These are remarkable times and will be memorable for us all. I would like to share some of the new habits I have adopted to help make the best of our new situation...
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
March 13, 2020 - Article
Patience and Discipline: The Keys to Long-Term Investing Success
With the markets continuing to fall this week into bear market territory (defined as drop of 20% from the highs), it is natural to be concerned. The Investment Committee at WT Wealth Management has been meeting regularly and we are actively monitoring the situation for all of our clients...
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
February 28, 2020 - Article
Misery Loves Company
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
February 06, 2020 - Article
Financial Freedom
The money you have and the choices you make about what to do with the money you have will either get you closer to or further from Financial Freedom.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
January 14, 2020 - Article
New Year, New Thinking
Investment rules of thumb change over time. It's important to recognize these changes in thinking and apply the changes as appropriate.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
December 02, 2019 - Article
Five Ways to Improve your Holiday Shopping
Before you hit the malls or fill up that online shopping cart, take a few minutes as you read this article to reflect on your holiday spending and commit to being more thoughtful in your shopping this year. Here are five ways you can do just that.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
November 12, 2019 - Article
Year-End Market Forecasts: There Is No Crystal Ball
With year-end just around the corner, you will probably begin to see the annual market predictions of pundits and market analysts for the upcoming year. Let me explain why you should ignore the investing gurus’ market predictions and what you should do instead.
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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