West Financial Services

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.

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.

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.