Last night was Halloween, a night when we warmly open our doors and hand candy to children, hearing their squeals of laughter. It’s an evening for reminding us of the joys of childhood and also the perfect night to close out Freddy Krueger’s month on Wall Street.
A Roth conversion is a planning strategy that’s been around for 20 years but has become a potential cause célèbre in 2018. Enjoy a little earworm and learn about the potential benefits of converting your traditional IRA to a Roth IRA.
Van Morrison famously sang, "When it's not always raining, there'll be days like this." If he was an investment advisor instead of a musician, he might have chosen "months" instead of "days."
Due to the rising popularity of ETFs, companies no longer cater to the individual investor, choosing instead to court the ETF provider. You can see this phenomenon in the number of companies executing stock splits.
No matter where you fall on the economic spectrum, the elegance of simplicity is especially true when it comes to your finances.
Enjoy the replay of our September 2018 Westover Luncheon Series featuring Dr. Reid Huber, Executive Vice President and Chief Scientific Officer of Incyte Corporation.
One of our favorite books, and one we often gift to clients to welcome them to the fold, contains superb wildlife and nature photos by Thomas Mangelsen, the renowned American naturalist and wildlife photographer. You may not recognize his name, but you will likely recognize his work.
At Westover, our clients often share articles with us on topics that engage and inspire, or from time to time, challenge or support our best thinking. Recently, a client shared an opinion piece from the Wall Street Journal, “I Won’t Ride the Trump Train into a Trade War.”
From where I sit, it’s the spirit of entrepreneurialism that fuels our economic engine.