A Conversation with Mark featured in TAP Into Westfield

Westfield Financial Planning: Passionate About Your Financial Health When he was 8 years old, Mark Swingle took the money he saved from doing extra chores around the house and invested in the stock market. The Westfield boy didn’t get rich off of his first investments, but he sure learned a few things. “That was my […]

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The Prospect of Hope is in the Air

Although, the coronavirus and the resulting economic dislocations are sadly still with us, there are glimmers of hope. The scientific community tells us: masks are proving to be effective tools for preventing infection the US mortality rate per infection is roughly half of what it was in March and April we are rapidly closing in […]

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Our Topsy Turvy Investment World

• The first quarter saw the S&P 500 drop 34% at the fastest pace ever • Our way of life and our health is under siege by COVID19 • Our countrymen are suffering the worst bout of unemployment since the Great Depression • Today’s political environment is among the most divisive in our almost 250 […]

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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.

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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 […]

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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.

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