WillowTrust Wealth Management

WillowTrust Wealth Management We are a firm committed to helping our clients work towards improving their long-term financial heal

Many have heard they should avoid probate; do you understand what probate is and how it works?
07/17/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
07/15/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math migh...
07/13/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

Learn the language of life insurance.
07/10/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Online scams are becoming more sophisticated, and new technology is helping criminal networks operate at a larger scale....
07/08/2026

Online scams are becoming more sophisticated, and new technology is helping criminal networks operate at a larger scale.

An AP investigation found that scam operations have used artificial intelligence, cloud services, internet infrastructure, satellite connections, and social platforms to target people around the world.

Some scams now involve automated messages, real-time translation, fake identities, and carefully scripted conversations designed to build trust quickly.

The financial damage can be devastating. The Federal Trade Commission estimated that scams cost Americans nearly $200 billion in losses in 2024.

The human impact is also serious. Some people working inside scam compounds have been trafficked or forced to participate under threat of violence.

For consumers, the warning signs still matter: pressure to act quickly, requests to keep conversations secret, sudden talk of money or investments, and relationships that move unusually fast.

As scams become more advanced, skepticism can be a form of protection. Slowing down, verifying details, and talking with someone trusted before sending money can make a meaningful difference.

Technology from American companies is being used to power a revolution in the scam industry, playing a key role in the industrialization and globalization of fraud in ways that have not been clear until now, an AP/“FRONTLINE” investigation has found.

Treasury yields moved slightly higher after new employment data offered another look at the labor market.The 10-year Tre...
07/08/2026

Treasury yields moved slightly higher after new employment data offered another look at the labor market.

The 10-year Treasury yield rose to around 4.40%, while the 2-year Treasury yield moved to about 4.125%.

Treasury yields matter because they can influence borrowing costs across the economy. The 10-year Treasury is often connected to rates on mortgages, auto loans, and credit cards, while the 2-year Treasury tends to reflect expectations around Federal Reserve policy.

The latest job openings data showed 7.6 million openings in May, above economists’ expectations.

Investors are also watching energy prices, inflation expectations, and upcoming labor-market reports for clues about the broader economic picture.

For households and businesses, Treasury yields can offer useful context on where borrowing costs may be headed and how markets are reading the economy.

U.S. Treasury yields were higher on the final trading day of June as traders digested more jobs data.

Facing divorce? Don't overlook changes to your insurance coverage.
07/08/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

Markets notched a solid gain over a shortened trading week as investors cheered ongoing diplomatic efforts in the Middle...
07/07/2026

Markets notched a solid gain over a shortened trading week as investors cheered ongoing diplomatic efforts in the Middle East. The Standard & Poor’s 500 Index rose 1.77 percent, while the Nasdaq Composite Index advanced 2.12 percent....

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Benefit. Premium. Policyholder. Learn the language before evaluating your options.
07/06/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

Find out whether you are insurable before implementing a strategy using life insurance.
07/03/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Address

3909 Sunset Ridge Road Suite 101
Raleigh, NC
27607

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19195625072

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