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.
From emergency reserves and employer matches to HSAs, tax-deferred plans, and backdoor Roth strategies, this article helps high-income professionals and families build a tax-efficient savings hierarchy aligned with their income, tax situation, and retirement goals. A guide to building a tax-efficient savings strategy Saving for retirement can become more complicated as your career grows. A high-income...
Third Quarter Economic Outlook Six months ago, the consensus was that the Federal Reserve would cut interest rates twice this year. Today, the Fed’s own projections point to a rate hike instead. That’s a meaningful shift. What’s driving that change and what does it mean for your portfolio? Let’s Start With the Good News. The...
Main Takeaway The U.S. economy rebounded from a slow fourth quarter, expanding at a 2.1% annualized rate1 in Q1. Consumer spending remained resilient despite declining consumer confidence. Meanwhile, tensions in the Middle East continue to pressure energy prices and add to market uncertainty. The labor market remains healthy overall but is showing signs of cooling,...