West Loop Financial

HELPING TO SHAPE YOUR FINANCIAL FUTURE

Guided by proven evidence-based investing principles, West Loop Financial is a fee-only wealth manager dedicated to assisting clients in attaining their investment goals and in securing their financial future.


Learning Center

Re-Examining Emerging Markets Equity (copy)

  • September 13th, 2018

In a look at both the long-run and the current market data, Jared Kizer offers five lessons that reinforce some of the reasons investors should remain committed to a long-term emerging markets equity allocation. Emerging market equities have substantially underperformed the S&P 500 Index in 2018, with the S&P 500 up 6.5 percent and emerging…

Current Valuations, Forward-Looking Returns and Disrupted Expectations (copy)

  • August 15th, 2018

Current equity valuations may present some significant challenges for investors using historical return assumptions to plan their retirement. Larry Swedroe on what today’s market indicates for forward-looking returns, and what you can do in response. The first half of 2018, like in any year, contained many challenges and surprises for investors. For example, investors were…

  • August 1st, 2018

The bond market is less transparent in pricing and trades less frequently than equity markets. Blerina Hysi explains how a trusted advisor can help navigate these market inefficiencies and prevent you from suffering excessive mark-ups.   By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do…

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