by westlakeFi | Oct 23, 2020 | Economic, Financial Services, Immigration, News, Opinion, Stock Market, Video
Interview with Yahoo Finance 9/29/2020 John talks with Yahoo Finance about the debates, stimulus, the markets, and election results. Weekly Newsletter Investor’s Advantage strives to support our community in their struggles to overcome the fear of...
by westlakeFi | Sep 17, 2020 | Economic, Financial Services, Immigration, News, Opinion, Stock Market, Video
Interview with TD Ameritrade’s Market Overtime 9/4/20 Focus on your financial planning, not just your vacation. John talks with TD Ameritrade about financial planning. Weekly Newsletter Investor’s Advantage strives to support our community in their...
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...