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Socially Responsible Investing

Mark’s Minute Video: Daniel Song, CFA® discusses what ESG and Socially Responsible Investing is and how Westfield Financial Planning is implementing these funds into our portfolios.

Resilience: the ability to adapt and bounce back in times of stress

Hello from our virtual offices! Carl Richards is a CFP® who regularly publishes sketches in the New York Times and at The Behavior Gap https://behaviorgap.com/. His sketch below demonstrates resilience: the ability to adapt and bounce back in times of stress. These past few months have certainly tested our resilience. The Team here at Westfield […]

Market Risk – Part 2

Mark’s Minute Video: Mark discusses the purpose of owning gold as part of a client’s portfolio.

Market Risk – Part 1

Mark’s Minute Video: In this episode Mark discusses the COVID market downturn and the measures WFP took to mitigate market risk.

Mark, Tim and Dan attend TD Ameritrade conference

Mark, Tim and Dan attended the TD Ameritrade Conference in Orlando, FL earlier this year. Hear what they learned about while they were there!

Continuing Education for Dan!

In late fall, Dan attended an educational session of the Academy of Preferred Financial Advisor’s 2019 Exclusive Coaching Program in Las Vegas. The quality and quantity of learning was exceptional! From year-end tax planning solutions, to reading a tax form line-by-line, and practice management strategies, we learned how best practices are raising the bar for […]

New York Stock Exchange Visit

Mark, Tim, and Dan were invited by State Street Global Advisors to the NYSE for the ringing of the closing bell to commemorate the 15th anniversary of their Gold Investment Fund (ticker: GLD).

WFP Investment Committee

The investment committee at Westfield Financial Planning consists of Mark Swingle, CFP®, Tim Huynh, CFP®, and Daniel Song CFA®. The team is constantly reading and researching our current investment selection, while also looking at new opportunities, with the ultimate goal of building our client’s portfolio to a fiduciary standard.

Politics and Investment Strategy: Never The Twain Shall Meet by Nick Murray

“This is it. This is the end of everything.” —H. L. Mencken, the “Sage of Baltimore,” on the morning of November 3, 1948, reacting to the election of Harry Truman THE RECORD WILL SHOW THAT THE COMMENTATOR CITED above, usually so full of gimlet-eyed realism, wasn’t quite so sage that November morning. Truman’s thumping defeat […]