Westwood Holdings Group, Inc.

💡Looking to save for a child’s future? UTMA & UGMA custodial accounts offer flexibility beyond education. Learn how these accounts work and if they’re right for your goals. Read more in today's Wealth Insights: https://bit.ly/45wg0la

We’re proud to announce that we have been named a finalist for the MMI/Barron’s Asset Manager of the Year Award in the less than $25B AUM category! This recognition reflects our team’s unwavering commitment to excellence and client-focused investing. Thank you to Money Management Institute and Barron's for this honor! #AssetManagerOfTheYear #MMIIndustryAwards #FinancialLeadership

🎉 Celebrating Our July Anniversaries! 🎉 This month, we proudly recognize our incredible team members for their dedication and years of service. Thank you for the impact you make every day at Westwood! Join us in congratulating: Frederic Rowsey, CFA, Scott Barnard, Jessica Jensen, Fabian Gomez, William Costello, CFA and Lauren Cassidy Hill, CFA Your commitment drives our success!

Check out our latest Basis Points. Subscribe and get weekly market commentary delivered straight to your inbox. Click on the link below to read our latest. #S&P500 #basispoints https://bit.ly/4fwOx6F

If you’re saving for education, you might be wondering if your 529 account will be included in your estate or your beneficiary’s estate. 🤔 Get the answer in today’s Wealth Insights: https://bit.ly/3IIHpHS #EstatePlanning #529Plans #FinancialPlanning

Why do Defined Volatility strategies sometimes underperform in strong markets—only to outperform in the long term? Our latest blog breaks it down with performance data from the Syntax Defined Volatility Large Cap Index (SYDVLC). The piece explores: ● Short-term performance lag ● 12-, 24-, and 36-month outperformance ● Volatility mean reversion For investors focused on long-term risk-adjusted returns, this is a strategy worth understanding. Read the full breakdown: https://bit.ly/45kXJaw #DefinedVolatility #Volatility #RiskManagement @Nasdaq

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. https://bit.ly/44ZTiAF #Energy #basispoints

📊 In our latest Chart of the Month, we explore the growing valuation gap between U.S. and European equities. As U.S. tech valuations have surged, Europe now appears cheaper on a price-to-earnings basis — a trend that may shift with higher government spending and more accommodative central banks. It may be time for investors to revisit Europe’s relative value. #GlobalMarkets #ValuationTrends #InvestmentInsights

529 plans can be a great way to save for college, but they’re not the only way. When you’re investing for a major goal like education, it makes sense to be familiar with all of your options. Learn more in yesterday's Wealth Insights: https://bit.ly/4lYzGDJ #College #Savings

📺 Westwood’s Adrian Helfert joined Fox Business Network “Barron’s Roundtable” with Jack Otter to weigh in on Trump’s new tariffs and what they could mean for markets and investors. SVP and CIO of Wealth, Alternative and Multi-Asset Portfolios, Adrian offers clear guidance on how to navigate volatility — and where he sees opportunity in areas central to economic security: energy, pharma, food, rare earths and chips. Watch the full segment for Adrian’s timely perspective on the shifting investment landscape: https://fxn.ws/3IyAa56 #MarketInsights #AssetManagement #Tariffs #InvestmentStrategy