Education



Library

John Heilner Chief Investment Officer
October 05, 2022 - Special Market Update
What the Strong Dollar Means
for Businesses & Investors
The U.S. dollar is the strongest it has been in decades and is showing no signs of cooling off. Given the Federal Reserve's restrictive monetary policy actions of late, the dollar's strength against most foreign currencies is likely to continue, at least into late spring of 2023.
John Heilner Chief Investment Officer
John Heilner Chief Investment Officer
September 15, 2022 - Special Market Update
Hot Core CPI Prices Jolt the Markets
The Consumer Price Index (CPI) eased slightly to 8.3% on an annualized basis in August, amid falling gas prices, on the heels of July's 8.5% and June's 9.1% annualized rates.
John Heilner Chief Investment Officer
John Heilner Chief Investment Officer
September 01, 2022 - Special Market Update
A Recap from Jackson Hole
When Federal Reserve Chairman Jerome Powell spoke at the Fed's annual Economic Policy Symposium in Jackson Hole, Wyoming, he did not mince words. It was clear that the Fed's overwhelming priority is pulling back inflation from the fastest pace in four decades.
John Heilner Chief Investment Officer
John Heilner Chief Investment Officer
August 22, 2022 - White Paper
The Shape of Economic Recovery
Are we in a recession? The long-accepted definition of two-consecutive quarters of negative GDP growth (-1.6% in Q1 2022 and -0.9% in Q2 2022) has been much debated of late.
John Heilner Chief Investment Officer
John Heilner Chief Investment Officer
August 01, 2022 - Market Outlook
2022 Mid-Year Market Outlook
The Rock and the Hard Place
Many economists, market-watchers and pundits are postulating that the peak of economic uncertainty occurred in the first half of 2022. However, over the coming months, the markets are likely to continue feeling the weight of slower economic growth coupled with tightening Federal Reserve policy.
John Heilner Chief Investment Officer
WARRANTIES & DISCLAIMERS

There are no warranties implied.
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.

View Disclosure
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.

Contact Us Today

Reach us directly at 800-825-0616
or by using the contact form below.

Your message has been sent. Thank you!
Cancel