investing-my-money | Read Time: 1 minutes
By Andrew N. Davis, CFA® | Published: December 1, 2021
The markets and the economy are ever-changing, making it hard to keep up sometimes. Let WSFS help you make sense of it all. Tune in to our Market Minute update from Andrew N. Davis, CFA®, Director of Research at West Capital Management, a subsidiary of WSFS Financial Corporation.
About Andrew N. Davis, CFA®
Andrew N. Davis, CFA® is a Director of Research on West Capital Management’s Research Team and also serves on West Capital Management’s Investment Committee. Andrew is responsible for due diligence on managers/strategies, portfolio construction and portfolio implementation. Andrew earned his Bachelor of Arts in Economics from Michigan State University, and his Master of Arts in Applied Economics and Graduate Certificate in Financial Management from Johns Hopkins University. Andrew has earned the Chartered Financial Analyst (CFA®) designation. He can be reached via email at ADavis@westcapital.com.
This communication is provided by WSFS Capital Management, LLC d/b/a West Capital Management, LLC (“WCM” or the “Firm”) for informational purposes only. WCM is a wholly-owned subsidiary of WSFS Financial Corporation. WSFS Wealth is a marketing name that applies to WCM, as well as other affiliated Wealth subsidiaries of WSFS Financial Corporation.
Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in this report is derived from sources that WCM believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages. Any reference to a market index is included for illustrative purposes only, as it is not possible to directly invest in an index. Indices are unmanaged, hypothetical vehicles that serve as market indicators and do not account for the deduction of management fees or transaction costs generally associated with investment products, which otherwise have the effect of reducing the performance of an actual investment portfolio.
WCM is an SEC registered investment adviser that maintains a principal place of business in the Commonwealth of Pennsylvania. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from registration requirements. For information about WCM’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
With the year ending, many of us begin thinking about what we want to accomplish next year and in the long term. For some it is committing to a healthier diet, getting more exercise, spending more time with family, going on more adventures or saving more in the future.Read More
Has another year really gone by? Seems impossible. For many of us, life is busy, advancing our careers, raising children, moving, and traveling just to name a few things. Still, it is important to stay financially focused, and the last quarter of the year is a great time to revisit your finances and build a plan for the upcoming year.Read More
Having a go-to person in life is always a plus. In this fast-paced world we live in, where interactions happen via online chats or through automated voice recordings, it is still important to forge personal relationships. While many banks offer personal service, there are also others who act as dedicated, hands on concierge bankers. If you’ve never worked with a private banker, you might not be aware of what they can offer. Here is what you need to know about private bankers and the benefits of their services.Read More
For many Americans the thought of early retirement can be very appealing. For those that enjoy their career, having the flexibility to spend more time with family, travel, play golf or enjoy other activities during “normal’ work hours can lead workers to contemplate early retirement.Read More
When it comes to saving for retirement, many of us are already familiar with the primary investment savings vehicles offered to us, the individual retirement account (IRA) and the employer-sponsored retirement account, such as the 401(k) and 403(b). However, if you are fortunate enough to work for a company that allows it, you may be able to take advantage of what is known as the “mega backdoor” Roth IRA.Read More