In this April 16, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, discuss the shift from investors worrying that the U.S. economy was heading for a recession to worrying that it is growing too quickly, and the ramifications of potential inflation.
In this April 2, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, discuss a reopening of the United States economy and the effect of hopefulness on the markets.
In this March 22, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, break down the cryptocurrency basics, offer some historical context, and shed some light on Wescott's cryptocurrency strategy.
In this episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, explain why Wescott's portfolios are built to benefit in the current environment and discuss the indications that the markets are seeing a light at the end of the tunnel of the COVID-19 pandemic.
In this episode of our webinar series, The Wescott Difference, our Chief Operating Officer, Carrie Delgott, and Chief Investment Officer, Mark McCarron, take a closer look at Wescott's tax-smart investment strategy, and how our approach is applied to your portfolio.
In the debut episode of our latest webinar series, The Wescott Difference, our Chief Operating Officer, Carrie Delgott, and Chief Investment Officer, Mark McCarron, share the evolution of Wescott's ESG strategy.
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, Wescott's Director of Financial Planning Standards, Susan Green, is joined by Wescott Senior Financial Advisor and Tax Alpha Group member, Robert Waskiewicz, to focus on tax planning and illustrate Wescott's tax profiles.
