In the first episode of our financial planning educational series, Wescott's Chief Executive Officer, Grant Rawdin, and Director of Financial Planning Standards, Susan Green, discuss the firm's core financial planning mission.
In this episode, Wescott's Chief Investment Officer, Mark McCarron, provides an economic and market update through May 1, 2020. He breaks down Wescott's portfolio framework and explain why style matters.
In this episode of the Wescott Webinar, our Chief Investment Officer, Mark McCarron, addresses common questions from our clients. He also highlights Wescott's commitment to sustainable investing in our ESG and Impact Portfolio.
Please join us for another edition of the Wescott Webinar, as our Chief Investment Officer, Mark McCarron, discusses a number of questions that we are hearing from clients, and provides an economic and market update as of April 17, 2o2o.
Join us for a conversation between our Chief Investment Officer, Mark McCarron, and Dimensional Fund Advisors’ (DFA) Vice President and Senior Researcher, Wes Crill, Ph.D. For nearly 25 years, DFA has played an important role in Wescott’s investment portfolios, adding value for our clients over a variety of market climates.
In this edition of the Wescott Webinar, members of our leadership team provide a number of important updates on a variety of topics, while our Chief Investment Officer, Mark McCarron, dives into a conversation with Kimberly Scott, Senior Vice President and Portfolio Manager at Ivy Investments.
In this edition of the Wescott Webinar, recorded March 27, 2020, CEO Grant Rawdin, CIO Mark McCarron, and COO / CCO Carrie Delgott discuss updates to the investment portfolio and Wescott's planning efforts. This episode focuses closely on the bond portfolio and Wescott's strategy in that arena.
In this first edition of the Wescott Webinar, CEO Grant Rawdin, CIO Mark McCarron, and COO Carrie Delgott discuss Wescott's preparation, response, and resolve to guiding our clients through this global uncertainty.
Episode 2: The SECURE Act In this episode of the Wescott Podcast series, members of Wescott’s Tax Alpha Group, Senior Financial Advisors Chris Cortese and Bob Waskiewicz, discuss the recently-passed SECURE Act, and the ramifications it may have on your financial future.
