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.
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…
Our first report was published in 2005 and updated in 2006; the initial reports discussed our decision to increase our allocation to non-U.S. equities and the phased-in implementation. Since early 2007, 40% of our allocation to equities has been allocated to non- U.S. equities (for a 60% equity portfolio, 12% of the total portfolio is…
Looking forward, there are many good reasons that the bull market is likely to continue. The economy is back on track for growth. Yet there are many who are bracing for a down market and have low expectations for the equity market in 2014, due to last year’s extraordinary performance. We enter the New Year…
Our first report was published in 2005 and updated in 2006; the initial reports discussed our decision to increase our allocation to non-U.S. equities and the phased-in implementation. Since early 2007, 40% of our allocation to equities has been allocated to non- U.S. equities (for a 60% equity portfolio, 12% of the total portfolio is…
Now that the equity market has recovered from its lows that were reached during the worst financial crisis since the Great Depression, investors, as is common in such a time, are wondering if it might be a good time to get out of the market and lock in their gains. In this article, we revisit…
