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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As 2018 began, many investors had become complacent after a year in which equity markets did not see so much as...
Read moreEven if you could predict a recession, would it help you in the long-run to do so? Let’s play...
Read moreIt has been an interesting and chaotic month in the U.S. equity markets. Very calm seas in the prior...
Read moreThe equity market is trading down this week due to disparate economic views, and inflation worries after the Fed meeting...
Read moreThe Warriors of Westwood Award, named after Coach John Wooden, is selected by the Executive Team for remarkable contributions impacting...
Read moreEven if you could predict a recession, would it help you in the long-run...
Learn moreAs 2018 began, many investors had become complacent after a year in which equity markets...
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 moreThe equity market is trading down this week due to disparate economic views, and...
Learn moreIt has been an interesting and chaotic month in the U.S. equity markets....
Learn moreLooking back, 2017 was one of the better years for equities in recent memory, with...
Learn moreWhile we do not typically focus attention and report to you on the day-to-day...
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 moreSignificant tax reform has passed both of our Congressional chambers and is expected to...
Learn moreWhen helping clients plan for retirement, we encourage them to think of it as...
Learn moreAs many Americans plan their summer vacations, we decided to share the latest thinking...
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 moreEquifax recently announced a severe security breach that may have exposed private information belonging...
Learn moreThe first half of 2017 saw several notable changes compared to last year, as growth...
Learn moreComing into 2017, the U.S. equity market was priced nearly to perfection. Large-cap stocks...
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 moreAs we look ahead this new year, Mark Freeman, Chief Investment Officer at Westwood,...
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.