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.
Read More

Investment Management - First Quarter 2022

Stop the Madness! Please do not be alarmed! West Financial is not calling for an end to the NCAA basketball tournaments, despite the fact it would save us from time spent on bracket predictions that are busted the first weekend.
Read More

Investment Management - Fourth Quarter 2021

Looking back over last year, individuals yearned for the post-pandemic environment. The vaccine roll-out had everyone hoping for a return to their old routines. During that time, governments and central banks continued to provide stimulus to ensure a durable economic recovery from the worst pandemic since 1918. While the recovery has gained strength, growth has been uneven.
Read More

Investment Management - Third Quarter 2021

Ground Control to Chairman Powell…Over the past 18 months, we suggested that the Federal Reserve’s (“the Fed”) policy response to the global pandemic has been a success, acknowledging in the last quarterly letter that it may be about time to end emergency funding policies.
Read More

Investment Management - Second Quarter 2021

Don’t Stop Believin’ - Do you remember the song “Don’t Stop Believin’” by the band Journey? Chairman Jerome Powell of the Federal Reserve (“Fed”) does and he is telling us that inflation is transitory."
Read More

Investment Management - First Quarter 2021

Too Hot in the Hot Tub! Spring is upon us, and temperatures outside are rising. Investors are noticing that the weather is not the only thing heating up. Economic indicators illustrate that growth in the U.S. economy is accelerating as states continue to relax COVID-related restrictions.
Read More

Investment Management - Third Quarter 2020

The Comeback Kid Part II — The Road to Recovery Movie sequels are notorious for being lackluster experiences, with profits prioritized over original ideas — Ghostbusters II comes to mind. Then there are movies that are equal to, or even better than the original, as fans of the Godfather series will attest
Read More