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A partner in a large law firm was looking to retire early and give back to the community through pro bono work and teaching, while also ensuring he had saved...
A partner in a large law firm was looking to retire early and give back to the community through pro bono work and teaching, while also ensuring he had saved...
A scientist in his early 60s received a significant buyout from his employer, but needed guidance from a financial advisor willing to work with corporate headquarters...
A wealthy couple with grown, successful children. The husband was hoping to sell his assets and better control various other assets accumulated and mismanaged over the...
What is probate? Essentially, it is the process of identifying, gathering and distributing a decedent’s assets. The details of the process are controlled by state and local rules, and can be further influenced by other factors such as the size and composition of the estate, the terms (or lack of) the estate documents, and the…
Since last reporting on gold in our second quarter 2013 Wescott Investment Commentary article, “Has Gold Lost Its Shine?”, the price of gold bullion rose to $1,419.50 on August 28, 2013 before falling to $1,204.50 by year-end. In 2013, gold was down 27.3%, its biggest decline since 1981 (during which it was down 32.6%). Investors in gold-backed exchange-traded…
We thought it would be helpful to update our perspective of exchange traded funds (ETFs) and provide our top reasons why we do not directly employ ETFs in our model. It is important to note, however, that some of our managers use ETFs in their portfolio construction to gain exposure for an asset class that…
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…
First Version from the Second Quarter 2009 Wescott Investment Commentary, Revised June 2014 One of our most frequently asked questions comes in the form of “Why doesn’t Wescott include a Treasury Inflation Protected Securities (TIPS) portfolio in its bond allocations? We have long been concerned that TIPS were vulnerable to a correction since investors seemed…
