On October 17, 2016 West Capital Management announced a strategic acquisition by WSFS Financial Corporation. Below you will find a link to the WSFS press release. All of us at West Capital Management are very excited about this acquisition and the opportunity it brings to our clients and our team. WSFS Press Release
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Statistics say, you’re probably going to need long-term care someday—and it’s probably going to cost a bundle. Fortunately, some careful planning right now can help you feel confident about paying your own way without creating undue financial pressure on your spouse. Long-term care—either at home, or in a home—is a very common need. The Department […]
If you’re like many wealthy people, you probably walked out of your attorney’s office after signing off on your estate plan thinking, “Glad that’s over.” The truth is, estate planning is never really over. Your estate plan always requires ongoing monitoring and review—partly because your circumstances are constantly changing, but also because you may have […]
Whether you’re looking for a car mechanic or a dentist, you probably have your own unique criteria for choosing the professionals you hire. Maybe you want offices in a convenient location. A recommendation from a trusted friend. Or simply a like-minded person who seems to understand your needs best. As long as your professionals can […]
Does your portfolio have significant exposure to leverage—without you even knowing about it? If you own mutual funds, the answer could be yes. Mutual funds can legally borrow up to 33.3% of the value of their assets. Some newer types of funds take full advantage of this limit as a central part of their strategy. […]
I get asked a lot of the same questions every week—questions like, “Is now a good time to buy bonds?” or “Should I buy an annuity?” My answer is always the same, too, and it takes the form of a question: “What are you trying to accomplish?” Now, the response I typically get back is […]
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Articles that were prepared by independent third parties contain general information that is not suitable for everyone. West Capital Management, Inc. (“WCM”) makes no representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WCM's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.