In this episode, Wescott's Director of Financial Planning Standards, Susan Green, helps us focus in on your estate plan. Susan walks us through the basics of various estate planning documents, and when they are used.
In this episode of Wescott's Market and Economic Outlook Series, our Chief Investment Officer, Mark McCarron, provides a market update through June 19, 2020, with a focus on asset classes.
In our latest episode, Mark provides a market update through Thursday, June 11, 2020; reviews Wescott's portfolio framework and offers five additional actions we can take during market volatility.
In this episode, Wescott's Director of Financial Planning, Susan Green, is joined by Chief Investment Officer, Mark McCarron, to discuss the concepts of risk capacity and risk tolerance, determining your proper asset allocation, and finally, creating your investment portfolio.
In the latest episode of Wescott's Market and Economic Outlook Series, Chief Investment Officer Mark McCarron provides a market update through Friday, June 5, 2020, with a focus on the actions you can take during market volatility.
In the latest episode of Wescott's Market and Economic Outlook Series, Chief Investment Officer Mark McCarron provides a market update through Friday, May 29, 2020, with a focus on the actions Wescott managers are taking.
In this episode, Wescott's Director of Financial Planning Standards, Susan Green, walks us through Wescott's analysis of your cash flow with three simple questions: Where are you, where do you want to go, and how do we get there?
In the latest episode of Wescott's Market and Economic Outlook Series, Chief Investment Officer, Mark McCarron, provides a market update through Friday, May 15, 2020 and focuses on the tax-exempt municipal bond market.
In this episode of Wescott's educational series on financial planning, the firm's Director of Financial Planning Standards, Susan Green, breaks down your net worth statement and explains how Wescott uses that information to begin to build your comprehensive financial plan.
