Each quarter, Westbourne sends its clients an investment letter where we discuss both current investment dynamics as well as core investment tenets. Following is our most recent Investment Perspective, as well as some past thought pieces on key topics.

Downloads

Behavioral Finance (pdf)

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The 401(k): A Primer on Allocation (pdf)

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AI & Elections: Do Elections Matter? (pdf)

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What is a Bond? A Primer on using Fixed Income in your portfolio. (pdf)

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What is a Stock? A Primer using Equities in your portfolio. (pdf)

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Inflation is Deadly: How to Preserve, Protect, and Enhance Wealth (pdf)

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Investing Inaction: Tackling the Fear of Investing (pdf)

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Which Direction is the Market Going from Here? Asking the Right Questions (pdf)

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Estate Planning: A Checklist to Developing Your Financial Plan (pdf)

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Timing the Market: A Discussion of Futility (pdf)

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Regulatory Documents

ADV 2A (pdf)

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ADV 2B (pdf)

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ADV 3 (pdf)

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