1. Monthly Economic Update – June 2020

    In this month’s recap: stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-opening, and reported progress on a COVID-19 vaccine. Presented by Walt West, June 2020 U.S. Markets Stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-open…Read More

  2. Perspectives Monthly eNewsletter – June 2020

    SMART TIP: Struggling to focus while working from home? Try taking breaks every hour (or more often) as needed. Even five minutes of pause may give you a little relief as you go about your workday. WHO SAID IT? “Have the courage to follow your heart and intuition. They somehow already know what yo…Read More

  3. Retirement in Sight Newsletter – May 2020

    MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY WALT WEST - MAY 2020 QUOTE OF THE MONTH   “Reputation is what other people know about you. Honor is what you know about yourself.” LOIS MCMASTER BUJOLD HOW SHOULD PRE-RETIREES VIEW ILLIQUID ASSETS? Some people approach th…Read More

  4. Monthly Perspectives eNewsletter – May 2020

    May 2020 SMART TIP: Last month, the CDC gave an official recommendation of wearing cloth facial coverings (masks) over your face and mouth, if you must leave your home, in order to slow the spread of COVID-19. What Foods Should You Keep on Hand During Quarantine? The most versatile, healthful foods …Read More

  5. Perspectives Monthly Lifestyle eNewsletter – April 2020

    Accentuate the Positive It’s no secret that we are in a better mood when we’re feeling well. However, evidence demonstrates that there may be genuine health benefits to maintaining a positive, optimistic outlook. In September of last year, JAMA Network Open published a meta-analysis taking a loo…Read More

  6. March 2020 Monthly Economic Update

    In this month’s recap: The coronavirus becomes the leading news story in the financial markets, sending stock indices and Treasury yields lower; oil futures slide; consumer confidence, hiring, and manufacturing data offer bright spots. Monthly Economic Update Presented by Walt West, March 2020 THE…Read More

  7. 02/2020 Monthly Economic Update

    In this month’s recap: the emerging coronavirus reins in the bulls on Wall Street, trade deals make headlines, the United Kingdom makes its Brexit, and confident U.S. households help the economy keep its pace. Monthly Economic Update Presented by Walt West, February 2020 THE MONTH IN BRIEF Early J…Read More

  8. 01/2020 Monthly Retirement News

    MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY WALT WEST - JANUARY 2020 QUOTE OF THE MONTH   “Generosity is giving more than you can, and pride is taking less than you need.” KAHLIL GIBRAN HOW THE SECURE ACT IMPACTS RETIREMENT ACCOUNTS A new federal law, the Setting …Read More