West Invest Newsletters

We send four newsletter emails per month, plus a handful of bonus newsletters per year.

First, twice a month we send our standard ‘West Invest Newsletter’. These newsletters are sent on the 1st and 3rd Tuesday of every month and are always about our investment philosophy. Whatever is going on in the news, this newsletter will remind you of our core strategies for working toward your financial goals.

On the 2nd Tuesday of every month, we send a video newsletter just like this one! These make up our Working With West Invest series and each one spotlights a different aspect of what it’s like to work with us. We go over topics like how to contribute funds to your accounts, how to update your beneficiaries, or how to securely send us documents.

And on the 4th Tuesday of every month, we send ‘What We’re Reading’. This newsletter is a collection of articles that West Invest team members have been reading recently, that we wanted to pass along to our clients.

As for the bonus newsletters, a crowd favorite is ‘The World of West Invest’, our twice annual newsletter sharing staff stories and life updates! Sent in June and December, each staff member shares highlights from their life outside the office.

Don't worry, if four newsletters per month sounds like too many per month, you can customize your subscription.

With every newsletter, we encourage you to hit ‘reply’ if the content resonates with you or brings up any questions. We’re always happy to hear from you!