The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025, representing the most comprehensive tax legislation since the Tax Cuts and Jobs Act
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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
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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
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On December 29, 2022, as part of an omnibus spending package, the bill known as SECURE Act 2.0 was signed into law.
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While fall has arrived, client conversations suggest that most are ready for 2022 to be over.
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While the weather outside improved last week, investor sentiment remained gloomy. In addition to the "known knowns" weighing on sentiment including China's