1355 Beverly Road, Suite 250, McLean, VA 22101
P: 703.847.2500 • F: 703.847.5050
www.westfinancial.com
In November 2011, Medical Economics recognized Relationship Manager Dana G. Sippel, CFP®, CPA as one of the nation’s best Financial Advisors for Doctors.
WFS was featured in the October 24, 2011, issue of Forbes magazine.
In September 2011, West Financial Services was listed as one of Washington’s Premier Wealth Advisors by NABCAP (National Association of Board Certified Advisory Practices) in the Washington Business Journal.
Investment Management – Third Quarter 2011
Global equity markets were rattled in the third quarter as sovereign debt fears in Europe escalated into speculation of a second financial crisis. Austerity measures in debt-burdened countries and tighter monetary policies in emerging economies, particularly China, slowed worldwide…
Investment Management – Second Quarter 2011
If you would like to experience a sense of déjà vu, re-read our second quarter letter for 2010. For a second year, heading into the spring and summer months, there are riots in Greece, world events are unpredictable and unsettling, and economists are…
Investment Management – First Quarter 2011
Equity markets entered the first quarter on a very strong note, reaching levels on the S&P 500 not seen since June 2008. Following a 7% advance through mid-February, the confluence of macro events in the second half of the quarter caused the index to correct by 6.4%, dipping into negative territory for the year.
*Not FDIC Insured *No Bank Guarantee *Not a Bank Deposit
*Not Insured by Any Government Agency *May Lose Value
© Copyright 2011 West Financial Services, Inc.
