Financial Planning Focus Newsletter
Understanding the New Landscape of Inherited IRA Distributions
The SECURE Act of 2019 fundamentally changed how inherited Individual Retirement Accounts (IRAs) must be handled, with significant implications for those who have inherited IRA assets since 2020.
Investment Management Letter
Investment Management - First Quarter 2025
Market direction is a simple concept to grasp, when the prevailing trend – rising or falling – is obvious and participation is broad. All trends exhaust themselves eventually, irrespective of timeframe.
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.
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 1st. 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.