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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 – First Quarter 2012

May 11th, 2012

Global equity markets experienced a remarkable upward move in the first three months of 2012. With Europe able to avoid a banking crisis, investors shifted their attention to continued positive trends in U.S. economic data and corporate earnings growth.

As anxiety subsided, stocks staged a…

Posted in Featured, Investment Management

Financial Planning Focus – First Quarter 2012

March 1st, 2012

Articles in this issue: Managing Student Loans, The 411 on Roth 401(k) Plans, Overview of Education Savings Options, Spotlight on Our Professional Network:Lending for the Self-Employed

Posted in Featured, Financial Planning Focus

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 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