Financial Planning Focus Newsletter

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 years to help you meet your individual goals. Thank you for your trust. We look forward to continuing our relationship into the future. Read the Financial Planning Focus November 2022: "The Year End Gift You May Not Be Expecting" By Brian J. Horan, CPWA® » "Recessions and the Stock Market" by Glenn Gaurd, CFA » "Gauging Forward Return Expectations" by Ryan
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Investment Management Letter

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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Special Releases

Special Release – Revisiting the Lows

Glenn Robinson, CFA
While fall has arrived, client conversations suggest that most are ready for 2022 to be over. Disappointment and uncertainty have been key themes recently, particularly with elevated inflation and geopolitical events dominating the headlines. While equity markets rallied heading into August, sentiment quickly reversed and the S&P 500 is now back to the lows seen in June.
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