WealthCoach is an automated investment advisory service to help you invest for your future. You can access a wide array of outcome-oriented investment solutions — including actively managed funds, index funds or a hybrid approach. These solutions can be adjusted to suit your personal needs, tolerance for risk and investing horizon.
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U.S. equities finished Q3 on a strong note and entered Q4 near all-time highs. The S&P 500 Index...
Read moreAs the November midterm elections approach, we are frequently asked about how different election outcomes would impact legislation.
Read moreWhen thinking about retirement planning, it can be a daunting task for a young person to sacrifice earnings now to...
Read moreSince 1990, there have only been three instances where a sector weight in the S&P 500 has eclipsed 20 percent: Technology...
Read morePublic Law No. 115-97, informally referred to as the “Tax Cuts and Jobs Act” (the “Act”), is a sweeping tax...
Read moreFinancial planning is an ongoing process that needs to be reviewed and adjusted over...
Learn moreAs the November midterm elections approach, we are frequently asked about how different election...
Learn moreOne of the most important aspects of nonprofit management governance relates to the different,...
Learn moreOne of the most important lessons I have learned from my 20 years of working...
Learn moreBloomberg reports that donor-advised funds (DAF) are all the rage among the super-wealthy these...
Learn moreU.S. equities finished Q3 on a strong note and entered Q4 near all-time...
Learn moreThe performance disparity between growth and value has not been this stark since 1999, at...
Learn moreWhen thinking about retirement planning, it can be a daunting task for a young...
Learn moreSince 1990, there have only been three instances where a sector weight in the S&...
Learn moreCurrent expectations for production growth (to a planned 5.3 million bpd by the end of 2020)...
Learn morePublic Law No. 115-97, informally referred to as the “Tax Cuts and Jobs Act” (...
Learn moreSo, you are a beneficiary of an IRA. Now what? The baby boomers are...
Learn moreTwenty million dollars was an extreme amount of wealth in 1980. How did your family...
Learn moreWith year-end appeals from charitable organizations just around the corner, I want to offer...
Learn moreWe are now halfway through 2018, and my how time flies! After an active six...
Learn moreI don’t know much about Geology, but I do know that the growth...
Learn moreEven if you could predict a recession, would it help you in the long-run...
Learn moreDay one of retirement may bring about some new and unsettling feelings. What becomes...
Learn more“The Speed of Trust,” an interesting book by Stephen M.R. Covey, reminds us...
Learn moreIf one picture can display the long-term growth of the U.S. economy and...
Learn moreIt’s been said that philanthropy begins at home — and often at a very...
Learn moreThe Warriors of Westwood Award, named after Coach John Wooden, is selected by the...
Learn moreIt has been an interesting and chaotic month in the U.S. equity markets....
Learn moreOn December 22, 2017, President Trump signed into law “The Tax Cuts and Jobs Act,” a...
Learn moreOur valuable clients may work and plan for their whole lives, creating and building...
Learn moreBefore you begin stashing Bitcoin under your mattress, consider the broader “cryptocurrency” market. Cryptocurrency...
Learn moreOnce you and your advisor have determined that you have sufficient resources for a...
Learn moreThe fortunes accumulated throughout history by relatively few families around the world are staggering....
Learn moreWhen helping clients plan for retirement, we encourage them to think of it as...
Learn moreInvestors face challenges on many fronts in today’s environment. Investment returns are usually...
Learn moreSince we live in a digital age, it is hard to find an area...
Learn moreAccording to Giving USA: The Annual Report on Philanthropy for the Year 2016 (2017), Americans gave...
Learn moreMany of our clients make generous charitable gifts and contribute their time and expertise...
Learn moreWhat is good for investors individually is not necessarily good for investors as a...
Learn moreInvestors loaded up on tech stocks in 1999 when they were all the rage; then...
Learn moreEndow is a powerful word. According to Merriam-Webster, it means “to furnish with an...
Learn moreWhat does it take to grow wealthy over time? Here is an interesting story...
Learn moreThe Westwood Funds are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with Westwood Holdings Group, Inc. or any other affiliate. SIDCO is located at 1 Freedom Valley Drive, Oaks PA 19456.
To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s prospectus which may be obtained by calling 1.877.FUND.WHG (1.877.386.3944). Please read the prospectus carefully before investing.
Mutual fund investing involves risk, including the possible loss of principal.