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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.

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

Financial Planning Focus – Second Quarter 2011

June 10th, 2011

Articles in this issue: Surprising Winner—Mid Cap Stocks, End at the Start: Developing an Exit Strategy for Your Business, Do You Have the Proper Beneficiary Designations? Preventing Identity Theft

Posted in Financial Planning Focus

Investment Management – First Quarter 2011

April 18th, 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.

Posted in Investment Management

Financial Planning Focus – First Quarter 2011

April 6th, 2011

Articles In This Issue: “New” Cost Basis Reporting, Charitable Trusts Offer Multiple Benefits, Stock Option Planning, Client Question: Using RMDs for charitable Gifting

Posted in Financial Planning Focus