Financial Planning Focus Newsletter
Investing at All-Time Highs
It can be nerve-racking investing at all-time highs in the stock market. Should it be? The data says no.
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Investment Management Letter
Investment Management - Fourth Quarter 2023
Are You Not Entertained? During the last two years, financial markets have taken investors on a wild ride. In 2022, central banks were heavily criticized for being late to act as inflation rates soared to levels not experienced in 40 years.
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Special Releases
Special Release - Brian Mackin Selected to be Next President of West Financial Services
How quickly time passes! My forty years at West Financial Services has been engaging, grounding and a joy. Forty years of spending my days with intelligent, passionate, accomplished and diverse people is hardly work. But change is an inevitable part of life. Beginning in July, I will be shifting to a part-time schedule.
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Special Release - Debt Ceiling Theatrics
The main concern for markets in the coming weeks is negotiations on the debt ceiling. Recently, Treasury Secretary Janet Yellen raised the stakes when she moved up her estimate of a possible default to June 1 st. As that date approaches, investors are becoming increasingly concerned with the debt ceiling debate, and the ramifications should the U.S. government be in default.
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