Market Analysis & Our Perspective

Wescott: A History of Our Advice 2014

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…

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Wescott’s 2014 Global Asset Allocation Perspective

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…

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Our Outlook for 2014 – Can it Happen Again?

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…

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Wescott’s 2013 Global Asset Allocation Perspective

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…

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What We’ve Been Through and Where We Are

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…

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