In this episode of Wescott's Market and Economic Outlook Series, our Chief Investment Officer, Mark McCarron, provides a market update through November 20, 2020 and reviews the market reaction to recent vaccine news.
In this episode of Wescott's Market and Economic Outlook Series, our Chief Investment Officer, Mark McCarron, provides a market update through November 6, 2020 and ponders the outcome of the U.S. Presidential Election.
In this episode of Wescott's Market and Economic Outlook Series, our Chief Investment Officer, Mark McCarron, provides a market update through October 9, 2020 and discusses some of the implications of the upcoming U.S. Presidential Election.
In this episode of Wescott's Market and Economic Outlook Series, our Chief Investment Officer, Mark McCarron, provides a market update through September 25, 2020 and focuses on an historical look at value and growth investing.
There are some investors who feel that you have to “bet big” in the stock market to become rich. They are willing to put all their eggs in one basket by investing a large percentage of their investable assets in one particular stock. Others may not intentionally have made this “big bet”, but it just…
What is probate? Essentially, it is the process of identifying, gathering and distributing a decedent’s assets. The details of the process are controlled by state and local rules, and can be further influenced by other factors such as the size and composition of the estate, the terms (or lack of) the estate documents, and the…
Since last reporting on gold in our second quarter 2013 Wescott Investment Commentary article, “Has Gold Lost Its Shine?”, the price of gold bullion rose to $1,419.50 on August 28, 2013 before falling to $1,204.50 by year-end. In 2013, gold was down 27.3%, its biggest decline since 1981 (during which it was down 32.6%). Investors in gold-backed exchange-traded…
We thought it would be helpful to update our perspective of exchange traded funds (ETFs) and provide our top reasons why we do not directly employ ETFs in our model. It is important to note, however, that some of our managers use ETFs in their portfolio construction to gain exposure for an asset class that…
For your consideration, we have assembled a collection of excerpts from past Wescott Investment Commentary. Throughout a series of bull and bear market cycles, our clients have been able to weather the turbulence due to our adherence to asset allocation, our emphasis on having adequate liquidity to ride out the storms, and our rebalancing strategies…
