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2024 Reflections & 2025 Expectations Update | Bill Westcott
JoAnna I Westcott | Jan 15, 2025

New Year Update: 2024 Reflections & 2025 Expectations

Investments
Economy
As we step into 2025, I thought it would be beneficial to take a moment and reflect on what an extraordinary year 2024 was for investors.
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What Will The New Administration Do First? | Bill Westcott
JoAnna I Westcott | Nov 20, 2024

What will the new administration do first?

Investments
Economy
Now that the election is over, what will the new administration prioritize in the new year? Take a look at a few things we’re watching in the months ahead.
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Elections and Financial Market Reactions | Bill Westcott
JoAnna I Westcott | Oct 18, 2024

Elections & market reactions

Investments
Economy
What do presidential elections mean for your portfolio?
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Watercolor style picture of 5 carrots sprouting from the ground.
JoAnna I Westcott | Sep 12, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Close-up image of an elderly hand being held by a younger-looking hand
JoAnna I Westcott | Sep 12, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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An assortment of sushi, rice, and seaweed.
JoAnna I Westcott | Sep 12, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

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