Financial Planning Focus Newsletter
Protecting Your Finances: Freezing Your Credit Reports and Other Safeguards
In recent years, the frequency and scale of data breaches have skyrocketed, exposing hundreds of millions of individuals to the risk of financial fraud.
Investment Management Letter
Investment Management - Fourth Quarter 2024
Another holiday season has passed. While the time between Thanksgiving and New Year’s traditionally meant gathering with family and friends in a spirit of reflection, thankfulness, and celebration, today’s narrative differs dramatically.
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.