Sep 2014

Client Question: What is a preferred security?

A preferred stock is a hybrid security that exhibits characteristics of both stock (ownership) and bonds (debt). In addition to the yield, you also have the opportunity/ potential to receive appreciation in the shares.

Sep 2014

Washington’s Premier Wealth Advisors

West Financial Services was listed as one of Washington’s Premier Wealth Advisors* by NABCAP (National Association of Board Certified Advisory Practices) in the September 2014 issue of the Washington Business Journal.