Westover Capital Advisors - The SECURE Act of 2019

The SECURE Act May Not Be So Secure

We first reported on The Setting Every Community Up for Retirement Enhancement Act of 2019 (known as the SECURE Act) back in May of this year when it quickly passed in the House of Representatives. While the name implies that this new legislation will help Americans with their retirement, not all the changes are for the good. 

Westover Capital Advisors - Cybersecurity

Pick Your Poison

For clients and guests who attended Lawrence Husick’s recent Westover Luncheon Series presentation, it was a sobering reminder of the existential threat that exists when bad actors attempt to acquire personal information. There are steps you can take to protect your information and your finances.

Westover Capital Advisors Chart Data and Commission-Free Trading

The Race to Zero

TD Ameritrade is eliminating base commissions for online exchange-listed stock and ETF trades, moving from $6.95 per trade to $0.00. As a valued strategic partner of Westover Capital Advisors, we're thrilled by their move to lower the costs of investing and trading for our clients.

Westover Capital Advisors - Cybersecurity Expert Lawrence Husick

Westover Luncheon Series: Mr. Lawrence Husick

Mr. Lawrence Husick is the Co-Chairman of the Foreign Policy Research Institute’s Center for the Study of Terrorism where he concentrates on the study of terrorist tactics and counterterrorism strategies. He was the featured speaker at Westover's September 2019 Luncheon Series.

Westover Capital Advisors Cybersecurity

Westover Luncheon Series Welcomes Cybersecurity Expert Lawrence Husick

On September 26, 2019, Westover Capital hosted the latest in our Luncheon Series featuring internationally renowned cybersecurity expert, Lawrence Husick of the Foreign Policy Research Institute.

Westover Luncheon Series Featuring Erin Arvedlund

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."

Westover Capital Advisors - Fireworks

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%.

Posts Navigation