Brian Casey

CEO of @westwood_group, a boutique financial services provider to institutional investors, private wealth clients & financial intermediaries.

[Brian Casey @BrianCasey_WHG]

Check out today's Basis Points! Subscribe and get weekly market commentary delivered straight to your inbox. Click on the link below to read our latest.

#Mortgage #Markets #basispoints

https://t.co/dxnC9HcdYJ

[Brian Casey @BrianCasey_WHG]

Parag Sanghani, SVP Senior Portfolio Manager, provides an update on the state of the energy markets. Watch the short preview below, and click the link to see the full video here:
https://t.co/y8mJw9wrgE

#Oil #NaturalGas #Energy

[Brian Casey @BrianCasey_WHG]

Westwood's Parag Sanghani shares insights into strategies for monthly income generation while managing risk in the energy sector. With stable prices & covered-call strategies, investors can maximize yield while minimizing volatility.

🔗 Read more: https://t.co/P1YNtEmeF4

[Brian Casey @BrianCasey_WHG]

Trump’s executive orders impact U.S. #energy, #midstream and #naturalgas. Parag Sanghani, senior portfolio manager, breaks it down in our February Energy Update.

Watch here: https://t.co/3TAd37lENP

[Brian Casey @BrianCasey_WHG]

Stay calm during market volatility with strategies that prepare you financially and mentally. Here are 11 tips to avoid hasty decisions that could impact your long-term goals. Read more in today's Wealth Insights:

https://t.co/ZiepNPOVRI

#FinancialPlanning

[Brian Casey @BrianCasey_WHG]

Ben Chittenden reviews last month's performance and shares his latest outlook thoughts in this month's Multi-Asset Update. Watch the preview below and click the link for the full video: https://t.co/fedtr92EyM

#multiasset #fixedincome #marketupdate

[Brian Casey @BrianCasey_WHG]

Which stocks could reveal the true impact of Trump’s economic policies? Adrian Helfert breaks down six key indicators in his latest @MarketWatch op-ed. 📊

Read more: https://t.co/U0g5SFMSGQ

#StockMarket #Investing #EconomicPolicy #MarketTrends

[Brian Casey @BrianCasey_WHG]

📊 Trump’s #tariffs are shaking up markets — where should #investors look for protection?

Adrian Helfert shares insights in Forbes: small & mid-cap domestic stocks, defense & regional banks could be well positioned.

Read more from Danielle Chemtob: https://t.co/RLuyfsARGk

[Brian Casey @BrianCasey_WHG]

Discover @gregallenreid's latest insights on President Trump’s energy-related executive orders and how they could impact America’s energy future.

Read more here: https://t.co/Nwtf4AoVOh
#EnergyPolicy #TrumpExecutiveOrders #USEnergy

[Brian Casey @BrianCasey_WHG]

Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025. Read more in today's Wealth Insights:

https://t.co/eGWNKQKbyb

#FinancialPlanning

[Brian Casey @BrianCasey_WHG]

@gregallenreid's insight breaks down President Trump’s new executive orders driving energy production and LNG growth.
Here’s what it means for the sector: https://t.co/hqMc0cmDEe

#EnergyPolicy #LNG #Midstream

[Brian Casey @BrianCasey_WHG]

Sweet treats for a great cause! 🍪 Our bake sales at the Dallas & Houston offices were a success, with all proceeds donated to HeartGift to help children with heart conditions. Thank you to everyone who participated & supported this wonderful cause!

#HeartGift #BakeSaleForACause

[Brian Casey @BrianCasey_WHG]

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://t.co/FzHSvK2CQE

#investing #moneymanagement #stocks #tacticalgrowthstrategy

[Brian Casey @BrianCasey_WHG]

Trump’s tariffs are shaking markets—but what’s next?

Westwood’s AdrianHelfert tells Forbes why small/mid-cap stocks with a domestic focus may offer stability amid trade uncertainty.

📖 Read more: https://t.co/NOa2fD3yER

#Investing #MarketInsights #TradeWar

[Brian Casey @BrianCasey_WHG]

The S&P 500’s average returns since the Great Recession make a strong case for long-term investing. While declines happen, time in the market often beats timing the market. See the chart for a deeper look.
#Investing #SP500 #MarketInsights

[Brian Casey @BrianCasey_WHG]

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.

#Tariff #Inflation #Markets #basispoints

https://t.co/kbasfrfoeE

[Brian Casey @BrianCasey_WHG]

Midstream performance in 2024 was shaped by evolving trends in AI-driven #gas demand, Permian Basin growth and rising LNG exports.

Watch the January #Energy update for more: https://t.co/HxNYwlVsZY.

[Brian Casey @BrianCasey_WHG]

Recognizing the vital role of African Americans in labor, shaping progress through every form of work.

Learn ways to support this year: https://t.co/saU2VYT2FJ

#BlackHistoryMonth #AfricanAmericansAndLabor

[Brian Casey @BrianCasey_WHG]

@AdrianHelfert delivered his 2025 outlook during our Westwood Wealth Management Outlook Breakfast in Dallas and Houston, covering key policy impacts and smart investment moves for the future.

#WealthManagement #Outlook2025

[Brian Casey @BrianCasey_WHG]

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://t.co/AW3flpCzVn