Skip to main content
menu
  • Home
  • Our Services
    • Investment Management
    • Financial Planning
    • Executive and Business Consulting
    • Retirement Plan Consulting
  • About Us
    • Why West Financial Services?
    • Recognitions
    • Careers
    • Disclosures
    • Contact Us
  • Our Team
  • News & Insights
    • Investment Management
    • Financial Planning Focus
    • Blogs
    • Special Release
    • Events
  • Client Center
  • Client Login
    • Client Portal
    • Charles Schwab
    • Fidelity

Investment Management

Brian L. Mackin , CFP® | Jul 9, 2025

Investment Management - Second Quarter 2025

Happy 4th of July! A day when Americans celebrate our country’s declaration of independence and a time to explore what that independence means to us
Read More
Brian L. Mackin , CFP® | Apr 10, 2025

Investment Management - First Quarter 2025

Market direction is a simple concept to grasp, when the prevailing trend – rising or falling – is obvious and participation is broad. All trends exhaust
Read More
Brian L. Mackin , CFP® | Jan 28, 2025

Investment Management - Fourth Quarter 2024

Another holiday season has passed. While the time between Thanksgiving and New Year’s traditionally meant gathering with family and friends in a spirit of
Read More
Brian L. Mackin , CFP® | Oct 25, 2024

Investment Management - Third Quarter 2024

Investment Management
Unless you live in Kansas City, the only topic discussed more this year than Taylor Swift is artificial intelligence (AI).
Read More
Brian L. Mackin , CFP® | Jul 24, 2024

Investment Management - Second Quarter 2024

Investment Management
Investment professionals attempt to summarize what factors are currently driving financial markets.
Read More
Brian L. Mackin , CFP® | May 1, 2024

Investment Management - First Quarter 2024

Investment Management
Looking back at the pandemic and post-pandemic environment, the economic impact has been unprecedented. Inflation, monetary tightening, supply chain disruptions
Read More
Brian L. Mackin , CFP® | Jan 29, 2024

Investment Management - Fourth Quarter 2023

Investment Management
During the last two years, financial markets have taken investors on a wild ride. In 2022, central banks were heavily criticized for being late to act
Read More
Brian L. Mackin , CFP® | Nov 1, 2023

Investment Management - Third Quarter 2023

Investment Management
Over the prior three months, rising temperatures and hot economic growth had equity investors searching for shade.
Read More
Brian L. Mackin , CFP® | Jul 25, 2023

Investment Management - Second Quarter 2023

Investment Management
Last year, as the Federal Reserve altered their path of tightening monetary conditions, we noted that overall visibility had become “muddled.”
Read More
Glen J. Buco, CFP® | Apr 27, 2023

Investment Management - First Quarter 2023

In the original Top Gun film, Tom Cruise's character, Pete "Maverick" Mitchell, used our title's phrase (though in the singular form) when explaining how he had
Read More
Glen J. Buco, CFP® | Jan 31, 2023

Investment Management - Fourth Quarter 2022

For 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
Read More

Main Office

2010 Corporate Ridge Road
Suite 530, McLean, VA 22102

Maryland Office

14941 Shady Grove Road
Rockville, MD 20850

Contact

703-847-2500

 

Disclosures

West Financial Services, Inc. (“WFS”) offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the firm has attained a particular level of skill or ability. You should carefully read and review all information provided by WFS, including Form ADV Part 1A, Part 2A brochure and all supplements, and Form CRS.

© 2025 West Financial Services, Inc. All rights reserved.