January 31, 2023

Investment Management - Fourth Quarter 2022

Everything Everywhere All at OnceFor investors, 2022 was all about rising interest rates and the impact on financial markets. In late 2021, the Federal Reserve ("the Fed") was still purchasing treasuries and mortgage-backed securities, which was part of their policy response during the pandemic.
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January 26, 2023

Young at Heart

Last month we celebrated the day of my 40th anniversary with West Financial! How did that happen? To be honest, it hardly seems like it's been 40 years – and that is a gift. As I have aged, the clients have aged with me. We now have 95 clients aged 85 and older. The oldest client I have worked with was 104, and was she a character!
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January 9, 2023

SECURE Act 2.0 – The Sequel

On December 29, 2022, as part of an omnibus spending package, the bill known as SECURE Act 2.0 was signed into law. The original SECURE Act, passed in December 2019, included numerous changes to the retirement planning landscape, including an increase in the age when Required Minimum Distributions (“RMDs”) begin, limiting “stretch IRAs” to just 10 years instead of over the life expectancy of the beneficiary, and eliminating the age cap for IRA contributions by those who work beyond RMD age.
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News & Insights

January 4, 2023

In Support of Music

Anyone who knows me, knows that I love music. I sent both of my kids through the School of Rock program from elementary school through high school. My daughter still works for them during her college breaks and is in a band, herself. So, I’m very interested in how music is made and shared, and how artists profit from their efforts over time.
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November 30, 2022

The Year End Gift You May Not Be Expecting

This has been a difficult year for stock and bond investors. After several years of above average performance, the broad based market index returns have been negative this year, reducing portfolio values relative to where they started the year.
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