computer showing the login screen for online portfolio
computer showing the login screen for online portfolio
photo of david mcculloch
Photo of a hands using a keyboard
Advisor Insights Icon

Advisor Insights

Our advisors are highly credentialed, subject matter experts providing important and relevant information to clients.

Portfolio Management Icon

Unbiased Investment Decisions

Active management produces consistent, superior results and is a critical component of our success.

Attorney Info Icon

Attorney Information

Earning the trust and confidence of attorneys for over 100 years.

Email Icon

Email Subscriptions

Economic, market and investment information delivered to your email.


Whitepapers

The Greatest Risk Facing the International Banking System

Richard Cloutier, Jr., CFA, Vice President & Chief Investment Strategist

There are a number of threats facing the international banking system, including new technology that circumvents the established banking system (e.g. Apple Pay, Google Wallet, and PayPal), cyber threats, and cryptocurrencies that bypass central banks and monetary authorities.

 

Why Basel III is Necessary

Richard Cloutier, Jr., CFA, Vice President & Chief Investment Strategist

The goal of Basel III is to force banks to act more prudently by improving their ability to absorb shocks arising from financial and economic stress by requiring them to maintain a much larger capital base, increasing transparency and improving liquidity.

 

Bringing Back Glass-Steagall is a Bad Idea

Richard Cloutier, Jr., CFA, Vice President & Chief Investment Strategist

There are some Republicans and Democrats in Congress who blame the Great Recession of 2008 on the dismantling of Glass-Steagall. The law, repealed in 1999 under President Clinton, had separated commercial and investment banking.

 


Contact An Advisor

WTB Blog

Financial news.
Investment insight.
Economic observations.

WTB Blog