Westmark Investment Services
Westmark Investment Services is a financial services firm committed to helping our members improve their long-term financial success. Our customized programs are designed to help invest and conserve our members’ wealth by delivering a high level of personalized service and experience.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to call us at 208-535-1100. We look forward to hearing from you.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This worksheet can help you estimate the costs of a four-year college program.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
For some, the social impact of investing is just as important as the return, perhaps more important.
Do your insurance needs stay the same when the nest empties?
A letter of instruction provides additional and more personal information regarding your estate.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Learn how to harness the power of compound interest for your investments.
When do you need a will? The answer is easy: Right Now.
Are Real Estate Investment Trusts right for your portfolio?
Recent changes in estate tax laws could affect the strategy you have in place.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.