Highlights

May 24, 2022

I Scream, You Scream, We all Scream for…I Bonds?

The first lesson I learned in Econ 101 was the concept “there is no such thing as a free lunch.” As a freshman college student on a prepaid meal plan, I was initially skeptical. Over time it has become a simple but useful lesson for me that “cost” has many meanings, and a monetary exchange is just one type.
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May 19, 2022

A Deeper Look into Donor Advised Funds and Private Foundations

In the Northern Virginia area, we come across many successful professionals who have significant philanthropic desires. As financial professionals, it is important that we understand different charitable gifting options to explore with the client as part of their financial or estate plans.
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May 17, 2022

Investing in Times of Volatility

Well… the stock market finally pulled back. After three years of fantastic performance, the market is down so far this year. In times of uncertainty and market volatility, some may be inclined to react and need guidance or reassurance based on their situation, history, and current economic data.
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News & Insights

May 17, 2022

Understanding Your Credit Score – Part I

What, exactly does your credit score mean? Briefly, a credit score is a number used to predict how likely you are to pay your bills, or make loan payments on time. It is a three digit number, typically between 300 and 850, with the higher score associated with better credit terms.
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May 17, 2022

To Roth or Not to Roth

That is the question. And in order to answer the question effectively, one must assess both current and future potential tax situations. Taxes are one of very few certainties in life, and they are top of mind this time of year. Usually, we try to delay paying taxes as long as possible.
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April 14, 2022

Investment Management - First Quarter 2022

Stop the Madness! Please do not be alarmed! West Financial is not calling for an end to the NCAA basketball tournaments, despite the fact it would save us from time spent on bracket predictions that are busted the first weekend.
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