by westlakeFi | Sep 2, 2020 | Economic, Financial Services, News, Opinion, Stock Market, Video
Interview with TD Ameritrade’s Market Overtime John talks with Market Overtime about long-term vs short-term trading, what kind of risk investors should be taking, and our offer for front line workings. Weekly Newsletter Investor’s Advantage strives to...
by westlakeFi | Sep 2, 2020 | Economic, Financial Services, News, Opinion, Stock Market, Video
Central Valley Talk Interview with Mike Briggs John talks with Mike Briggs about financial planning, traditional & roth IRAs, our special offer for front line workers, and what’s going on in the stock market today. Weekly Newsletter Investor’s...
by westlakeFi | Sep 2, 2020 | Community, Economic, Financial Services, News, Opinion, Politics, Webinar
What’s Next Join us for a discussion on what’s next with us, the economy, the stock market. Weekly Newsletter Investor’s Advantage strives to support our community in their struggles to overcome the fear of finance, so we’ve developed and continually add...
by westlakeFi | Aug 28, 2020 | Economic, Financial Services, News, Opinion, Stock Market, Video
Interview with TD Ameritrade’s Market Overtime John talks with TD Ameritrade about portfolio re balancing and the Yale endowment’s investment management. Weekly Newsletter Investor’s Advantage strives to support our community in their struggles to...
by westlakeFi | Aug 28, 2020 | Community, Economic, Financial Services, News, Opinion, Politics, Webinar
Lawyer On Deck Do You Need a Lawyer? If you aren’t working with an attorney, today is a great day to get to know one long before you have an urgent need. Where most of us don’t think twice about having a family doctor or keeping a handy man on call, many people feel...
by westlakeFi | Aug 19, 2020 | Community, Economic, Financial Services, News, Opinion, Politics, Webinar
Looking at Life Insurance When it comes to life insurance, it is our opinion that those of us who are Life and Disability licensed begin the conversation with a very bad question; what is your budget for life insurance? The first question should be “do you actually...
