West Financial Services appreciates sharing our knowledge and perspective on Wealth Management topics so that individuals and families can achieve financial success.

Sign Up For Our Newsletter >>

Financial Planning Focus Newsletter

Dec 2017

Possible Change in 529 Plans a Big Win for Savers

By Brian L. Mackin, CFP®

Included in the Senate’s recently passed tax bill is a provision that would make 529 plans much more useful. As a refresher, 529 plans are tax-advantaged savings programs designed to help families set aside funds for future education costs. 

Read more »

Investment Management Letter

Jan 2018

Investment Management – Fourth Quarter 2017

It is beginning to sound like a broken record, but the stronger-than-expected economic growth has boosted investor confidence and produced excellent returns for equities around the world.  Looking forward, we expect U.S. growth to stabilize and the global economy to grow stronger. Driving the global economic expansion is central bank easy monetary policies, low interest rates, low inflation and the rise in emerging economies’ commodity prices. 

Read more »