Financial Planning Focus Newsletter
Understanding Your Credit Score – Part I
What, exactly does your credit score mean? Briefly, a credit score is a number used to predict how likely you are to pay your bills, or make loan payments on time. It is a three digit number, typically between 300 and 850, with the higher score associated with better credit terms.
Investment Management Letter
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.
Special Releases
Brian J. Horan Earns Advanced Wealth Management Certification — Certified Private Wealth Advisor®
Brian J. Horan, Relationship Manager at West Financial Services, Inc. in McLean, Virginia, recently earned the Certified Private Wealth Advisor® certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients.
Special Release - Tax Relief and CARES Act
The only constant in life is change.” — Heraclitus U.S. businesses and households have faced challenges with creating new routines and altering daily operations after realizing the dire effects of COVID-19. Whether working from home, shopping online, or interacting with the new social distancing rules, life in America as we know it has changed. But the American resolve is strong and ingenuity is thriving. From online classrooms, fundraisers for the affected, client video conferences, virtual happy hours, birthday parades, and neighborhood teddy bear hunts, it seems nothing can keep Americans