John Heilner
Chief Investment Officer
John's Library
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
John Heilner Chief Investment Officer
July 02, 2022 - Special Market Update
Facts are Empowering
Merriam-Webster defines outlier as a data point that is markedly different in value or atypical of others in a sample data set. In the financial markets, anytime you have to go back decades to find a comparable circumstance, you know you are looking at an outlier event. 2022, so far, certainly fits that definition.
John Heilner Chief Investment Officer
John Heilner Chief Investment Officer
June 15, 2022 - White Paper
he Basics of Estate Planning
The Covid-19 pandemic has increased Americans’ awareness of the need to have a will, a living trust or another similar end-of-life document prepared. Yet, according to a new survey from senior living referral service Caring.com, only about 33% of Americans have put these plans in place.
John Heilner Chief Investment Officer
John Heilner Chief Investment Officer
June 01, 2022 - Special Market Update
The Bucking Bull
When I started in this business in 1989, my mentor preached that the economy is not the stock market and the stock market is not the economy. He described the market as a bucking bull, always doing its best to throw you off and make you exit the market at the wrong time before the ride is over.
John Heilner Chief Investment Officer
John Heilner Chief Investment Officer
May 04, 2022 - Special Market Update
Targeting a Soft Landing
In mid-March, the Federal Reserve showed clear resolve in its commitment to fight inflation. Not only did the Central Bank raise interest rates by 0.25%, it additionally signaled six more hikes in 2022 and another four in 2023.
John Heilner Chief Investment Officer

"WE BELIEVE in our clients. Helping them realize their goals and dreams is our mission."
Professional Profile
  • Over 30 years of experience in Mutual Fund & ETF modeling, individual equity & individual bond selection along with asset allocation strategies and portfolio risk assessment
  • Former National Mutual Fund Strategist at ING Mutual Funds where John was responsible for overseeing 35 equity mutual funds with a combined value in excess of $50 billion
  • Former Economist and Portfolio Manager at Palo Verde Capital a $250 million private placement hedge fund
  • Extensive experience in technical analysis and charting techniques having attended the Dorsey Wright DWA Global Online University in 1991 to become certified in Point & Figure Charting
  • Certified Mutual Fund Specialist
  • BS in Finance and Economics
Full Profile
John started with WT Wealth Management in 2013 as employee #1 and was tasked with creating the investment philosophy and asset allocation strategies that benefit the clients of the firm today.

John's passion for investing runs deep. After seeing the movie Wall Street in 1987, John was hooked on the fast paced, ever changing world of the equity markets. During his senior year of college, John was pursued by several Wall Street firms and finally joined Smith Barney in the fall of 1988 as an over-the-counter trader.

In the 30 years since joining Smith Barney, John has served as a Municipal Bond Specialist at John Nuveen, the National Mutual Fund Strategist at ING Mutual Funds, Portfolio Manager and Economist at Palo Verde Capital and currently as Chief Investment Officer at WT Wealth Management.

John has been quoted and interviewed on investing strategies in major industry periodicals like Investment News, the Wall Street Journal and has appeared on CNBC several times over the years.

John enjoys reading mysteries as a diversion from his research on the equity markets along with surfing, sailing and working out at the gym.
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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.

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