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The Sequence of Returns

The Sequence of Returns

The Sequence of Returns

January 22, 2023
William S. West, BFA™, CFP®
The phrase describes the yearly variation in an investment portfolio’s rate of return. But what kind of impact do these deviations from the average return have on a portfolio’s final value?
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SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

February 24, 2023
William S. West, BFA™, CFP®
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What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?

August 22, 2023
William S. West, BFA™, CFP®
Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help.
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