"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."
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%.
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.
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.
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.
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.
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.
2018 will come in with the worst equity performance since 2008 and it will almost certainly be negative. Can’t be rainbows and unicorns forever.
In 2014, New York Times columnist Paul Sullivan wrote that the average asset value needed to justify the services of a family office was between $100 million and $1 billion. With advances in technology, these services are now attainable for a wider, yet still exclusive, market.