Westover Luncheon Series: Erin Arvedlund
Enjoy the replay of our June 2019 Westover Luncheon Series featuring Erin Arvedlund, the former Barron's reporter who broke the story of Bernie Madoff nearly seven years before the scandal rocked the financial world.
New Retirement Act Passes House; Gives Rise to Important Planning Opportunity
Who says cats and mice can’t play nicely together? On May 23rd, the House of Representatives passed a significant retirement bill by a vote of 417 to 3. The SECURE Act is a Big Deal and augurs the biggest changes to retirement plans in a decade.
2019 Westover Summit: Speaker Paul Begala
"Begala’s insightful and often humorous assessment of the national political landscape was shared with an audience at Wilmington Country Club at the invitation of Westover Capital Advisors."
First Quarter 2019 Snapshot
It has been a great start to the year for both the stock and bond markets, which is a welcome change from last year when cash was the best performing asset. Most equity indices were up double digits for the first quarter, and the bond market was up over 2%.
Gentlemen, Start Your Engines!
Every so often, we need to slow down just for a minute to appreciate and celebrate a notable and newsworthy accomplishment. Our dear friend, George Alderman, has just been inducted into the Delaware Sports Museum and Hall of Fame.
Introducing Westover’s WealthView
For nearly twenty years, Westover has served the needs of our clients and their families. We are excited to introduce WealthView, Westover’s new personal financial management platform that enables you to store, view and manage your entire financial picture in one place.
2019 Tax and Wealth Planning Guide
With our 2019 Tax and Wealth Planning Guide, Westover has researched and distilled the significant changes to a complex array of tax laws scheduled to occur annually between now and 2025. We hope to help make sense of these changes and how they may affect your financial life.
Westover Capital Promotes Use of Social Media
At Westover, we recognize that our diverse audience wishes to receive and digest information in different ways. We are excited to announce that we are embracing social media as a way to communicate our best thinking and interact on a regular basis with our clients.
Mele Kalikimaka
When markets are going up, it’s easy to claim to be a long-term investor. The real test for the long-term investor comes when markets are going down. Unlike in 2017, the stock market does not go up every month, or every quarter, or even every year.