Highlights

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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November 30, 2022

Thank You

We are proud to announce that West Financial Services is celebrating 40 years in business! During this time, we have developed many enduring relationships with you, our clients. It has been a privilege to work with you over these 40
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November 3, 2022

Risk on, Risk off

If recent stock market gyrations have given you some sleepless nights, we have some thoughts on what you can do to reset and face the challenges ahead. While declines of 20% or more are expected to happen from time to time, a loss on paper is just that, and now is a good time to reassess how you are feeling as an investor in today’s market.
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News & Insights

November 30, 2022

Recessions and the Stock Market

There is much talk today that we may be headed for another recession. Our latest management letter, “Fishing for Confidence at Jackson Hole” includes a discussion of how the Federal Reserve, in an attempt to tamp down inflation, may create some unwanted economic side effects. Namely, higher interest rates, slower growth, and softer labor market conditions. The media is constantly bombarding us with this news.
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November 30, 2022

Gauging Forward Return Expectations

During the depths of the pandemic, work from home businesses were, undoubtedly, huge beneficiaries of consumer demand for their services and products. First-order thinking was rewarded during this period, as investments into these stocks appreciated handsomely. While we experienced some uprooting of our lives and the impact of rapid change, West Financial was also brainstorming ways to intelligently invest in long-term COVID-winners.
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October 25, 2022

Investment Management - Third Quarter 2022

Fishing for Confidence at Jackson Hole. In our October 3rd update, we mentioned disappointment and uncertainty being recent key themes. The factors contributing to present conditions are well-known: high inflation, central bank tightening, and possible escalation in the Ukraine war.
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