Westwood Holdings Group, Inc.

A health savings account can help Americans set aside funds to pay for health care expenses and allow individuals who have high-deductible health plans (HDHPs) to save money for health-care expenses tax free. Learn more: https://bit.ly/3YHBnvq #Health Savings Account #HSA

Chart of the Month: U.S. Federal vs. Household Debt to GDP Since the Global Financial Crisis, private (household) balance sheets have shown significant improvement compared to government balance sheets. While households took their 'medicine' to rebuild financial health, federal debt continues to rise, posing questions about fiscal sustainability. What will it take for the federal government to follow suit? #DebtToGDP #GovernmentSpending #EconomicTrends #CapitalMarkets

Rick Cortez, CIMA and CEO of Broadmark Asset Management, gives us an update on the Westwood Broadmark Tactical Growth Strategy. Preview below, and watch more here: https://bit.ly/4fm5Ru8 #investing #moneymanagement #stocks #ai

Today, we show gratitude and appreciation for those who have served and are still serving our country. Honoring all of Westwood's veterans: Adrian Helfert, Tiffany Bello, Greg Grant and Brent Thomas. #VeteransDay

Westwood has announced monthly distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI). Click here for the details: https://bit.ly/4ffVRSX

Great insights at the Washington Meets Wall Street event last week! The panel shared thoughts on estate tax law changes, upcoming political shifts and 2025 market outlooks. The future of finance is shaping up! Greg Metz Grady West Jeff Bush Adrian Helfert #EstatePlanning #PoliticalStrategy #MarketOutlook

As we digest the results of the 2024 U.S. presidential election, Westwood’s Real Assets team anticipates potential adjustments to the Inflation Reduction Act, which may impact the already-challenged renewables sector. With Trump likely to impose stricter sanctions on Iran and support a stronger military stance for Israel, the energy industry is expected to maintain capital discipline, while OPEC+ could fill any supply gaps created by shifting sanctions. We’re closely watching these developments.

Great day at Westwood hosting the All Stars Project, Inc. of Dallas! Our team loved connecting with these amazing young people and sharing some fun moments—like trying on Westwood jerseys! Here’s to inspiring the next generation! #AllStarsProject #Community

Did you miss it? Check out our latest Basis Points. Subscribe and get weekly market commentary delivered straight to your inbox. Click on the image below to read our latest. #Employment #EquityMarkets #Election

As the demand for AI continues to rise, so does the need to power its data centers, bringing fossil fuel stocks back into the spotlight. Parag Sanghani joined Oliver Renick on Schwab Network to discuss how Westwood’s energy-focused investing solutions are built for income-focused investors. By targeting stable, cash-generating midstream companies and including an added layer of monthly options, we help energy investors meet income goals while mitigating exposure to oil price volatility. Watch the full interview for an in-depth look at how we’ve adapted to the changing energy landscape as AI becomes increasingly infused into our daily lives. 📺 Watch here: https://bit.ly/3CaN4mS #AI #NaturalGas #FossilFuels #Energy #SchwabNetwork