Expectations can shift a market in the short term, but reality often will right the ship. The expectation heading into 2024 was that borrowing rates would decrease, but the reality is there hasn’t been much of a shift.
W.T.B. Financial Corporation, the holding company for Spokane-based Washington Trust Bank, has changed its leadership structure with four key transitions and promotions within the financial institution’s executive leadership team. Washington Trust has a branch in Kennewick.
When weighing how best to incorporate charitable giving into your estate plan, it makes sense to lean on one specific type of asset to make your charitable gifts.
Retirement planning can be an overwhelming prospect, but it’s important – and with it comes a more secure future and peace of mind. Area financial experts have some suggestions to help you get started.
Saving up money for specific goals has been, for good reason and with good results, a healthy and beneficial habit to develop from childhood, from traditional piggy banks to allowances, from saving accounts to educational funds. Another valuable and rewarding tool might not spring to mind, but it pays rich rewards: a retirement fund, specifically a Roth IRA.
The year 2022 was challenging with the U.S. stock market posting a -19% return and the U.S. bond market not far behind at -13%. However, enough time has passed to where it is beneficial to conduct an after-action review. This isn’t an examination of what the ideal investment...
