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Recognition

All is change; all yields its place
and goes.

— Euripides

News & Insights

West Financial Services appreciates sharing our knowledge and perspective on Wealth Management topics so that individuals and families can achieve financial success. Please review our quarterly Investment Management and Financial Planning newsletters and contact us if you have any questions.

Our professionals are dedicated to serving our clients and we applaud them for the deserved recognition they receive in both the local and national media. Please click here to review our Awards, Publications, Articles & Appearances.

Investment Management – Fourth Quarter 2011

January 20th, 2012

During 2011, increased levels of volatility gave investors a sense of whiplash. High oil prices and the earthquake in Japan slowed global GDP growth in the first half of the year. Heading into the second half of the year, concerns escalated over the U.S. credit rating downgrade and a potential Greek default, while sovereign yield spreads in the Eurozone rose to…

Posted in Featured, Investment Management

Financial Planning Focus – Fourth Quarter 2011

December 1st, 2011

Articles in this issue: The New Consumer: Permanent or Temporary? Changes to Expect with Your Form 1099-B, Record Retention,Market Insight—Jeremy Grantham of GMO

Posted in Featured, Financial Planning Focus

Investment Management – Third Quarter 2011

October 20th, 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…

Posted in Investment Management

Financial Planning Focus – Third Quarter 2011

September 7th, 2011

Articles in this issue: Index Funds versus Active Mutual Funds, Callable Bonds, Special State Bond Rating Update, Investment Changes to the VEST 529 Plan, The Changing Retirement Plan Landscape

Posted in Financial Planning Focus

Investment Management – Second Quarter 2011

July 13th, 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…

Posted in Investment Management