Highlights

May 17, 2023

Special Release - Debt Ceiling Theatrics

The main concern for markets in the coming weeks is negotiations on the debt ceiling. Recently, Treasury Secretary Janet Yellen raised the stakes when she moved up her estimate of a possible default to June 1st. As that date approaches, investors are becoming increasingly concerned with the debt ceiling debate, and the ramifications should the U.S. government be in default.
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May 15, 2023

Mo Money Mo Problems

For many folks, the recent turmoil in the regional banking sector has added a fresh new layer of anxiety about their finances. The media has not helped matters either, calling it the 'greatest banking crisis since the financial crisis of 2008.' To be fair, it is the only banking crisis since the financial crisis. Nevertheless, at West Financial, we have heard from clients who question whether their investments are safe, or if they should be concerned. Based on this apprehension, we thought it a good idea to write a refresher on what risks clients assume when utilizing different savings instruments.
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May 17, 2023

Invest in Your Dog's Mental Health

My husband likes to tell me not to anthropomorphize our dog by giving him human feelings and emotions. But the reality is that humans have done such a good job at breeding and domesticating dogs that they can reflect human emotions and have some big feelings of their own. So, what's a person supposed to do if their best friend is displaying signs of depression or anxiety or "reactivity?"
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News & Insights

May 15, 2023

How Much Does the Ride Impact your Enjoyment at the Destination?

The start of spring is one of my favorite times of the year. It's not just the warmer weather itself, but also the excitement about anticipated trips to the beach and other vacation spots in the coming months. Wherever your favorite vacation spots are located, we've all been in get-a-way traffic, desperately searching Waze for the less traveled roads.
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May 15, 2023

Single Again – For Better or Worse

Going through a divorce during COVID was not easy. There was a lot to disentangle, especially finances, after being married so many years. Like many people, my number one concern was having a positive cash flow, not only after the divorce but 5, 10 or 20 years in the future. Would I have enough to live on? Do I want the house and, if not, where will I live and what will it cost? Can I maintain my lifestyle? So many questions and at first – so few answers.
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