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.
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.
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 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.
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.