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 - Third Quarter 2024
Unless you live in Kansas City, the only topic discussed more this year than Taylor Swift is artificial intelligence (AI). Meanwhile, investors have focused considerable attention on the Federal Reserve (the Fed), after the central bank acknowledged inflation was trending lower and pivoted policy guidance last December.
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.