News & Insights

As we start a new year, I enjoy a reprieve from the holiday season sprint we all seem to go through from Thanksgiving to New Year’s Eve – and this year with the added pleasure of locating rapid antigen tests!

Since the election in 2020, there has been a lot of time and attention spent reporting on potential tax changes that might be passed into law by Congress.

Target date funds represent the ultimate, “leave it to the experts” choice for individual retirement plan investments. They are increasingly and overwhelmingly the default fund of choice for plan sponsors, due to their evolving asset allocation strategy that attempts to cater to every person’s retirement goal.

In her book Thinking in Bets, the former professional poker player, Annie Duke says “What makes a decision great is not that it has a great outcome. A great decision is the result of a good process, and that process must include an attempt to accurately represent our own state of knowledge.” When interviewing asset managers, process is a key pillar of focus for West Financial. There are countless ways to manage money.