by westlakeFi | Jul 27, 2021 | Economic, Financial Services, Immigration, News, Opinion, Stock Market, Video
Interview with MyCity Podcast – 7/21/2021 John Grace, Founder & President, Investor’s Advantage Corp. Money isn’t the only thing, but it touches everything. Many Americans today struggle with money, They don’t know how to play the game. The Investor’s...
by westlakeFi | Jul 2, 2021 | Article, Community, Economic, Financial Management
Wave Magazine – Clients Are Keeping Their Retirement Woes Secret Does this sound familiar to you? 71% worried about the rising costs of healthcare 67% worry about rising costs of living 66% afraid market downturns will affect their savings Only 1/3 have broached...
by westlakeFi | Jun 2, 2021 | Article, Community, Economic, Financial Management
Pacific Coast Business Times & Wave Magazine – What’s Up With Inflation? Everybody wants to know the date things go sideways. As I am fond of saying, If we are jaywalking across the street it’s not the bus you do see that can disrupt our day, it’s the bus we...
by westlakeFi | May 25, 2021 | Article, Community, Economic, Financial Management
Wave Magazine – Do the Math Before Becoming a Landlord in Retirement Many investors believe the road to riches is paved with owning real estate. Thanks to home buyers’ interest and limited supply the current pace of home price increase seems unlikely to change...
by westlakeFi | May 20, 2021 | Article, Community, Economic, Financial Management
Wave Magazine – 8 Warren Buffett Budget Habits You Can Own The primary message the securities industry has taught investors is to buy and hold, no matter what. Such a strategy can work when you don’t need the money or you don’t have to take Required Minimum...
by westlakeFi | May 20, 2021 | Article, Community, Economic, Financial Management
San Fernando Business Journal – Special Report The primary message the securities industry has taught investors is to buy and hold, no matter what. Such a strategy can work when you don’t need the money or you don’t have to take Required Minimum Distributions...
