Nov 2018

Special Release - Keep Calm and Carry On

After an extremely strong third quarter for equity returns, sentiment quickly turned negative in October as investors grew wary over 2018 being the “peak” year for growth.  “Peak growth” refers to the maximum rate of expansion for this cycle, not an end to growth for the economy or corporate profits.

Sep 2018

Special Release - Sector Reshuffling

Communication Breakdown Major changes are happening to the sector classifications that companies are assigned to within key U.S. stock indices, and we wanted to alert you to these changes. These changes occurred on September 21st, and will be reflected on your Q3 2018 reports.

Sep 2017

Special Release - Equifax Data Breach

West Financial Special Releasei  - On September 7th, credit reporting agency Equifax announced a massive data breach that occurred between May through July of this year and affected an estimated 143 million consumers in the U.S., Canada, and

Jun 2017

Frequently Asked Question – Bond Tender Offers

Given our philosophy to invest in individual bonds for the fixed income portion of portfolios, we receive tender offers for bonds held in client portfolios on a regular basis. With the decline in interest rates over the first six months

Mar 2017

Special Release - Race to the Bottom

Earlier this year, Charles Schwab announced they were lowering commissions on stock and exchange traded fund (ETF) trades from $8.95 to $6.951 making them the cheapest brokerage firm for purchasing and selling stocks and ETFs. Not to be outdone,