In this episode, Wescott’s Director of Financial Planning, Susan Green, is joined by the firm’s Chief Investment Officer, Mark McCarron, for a discussion regarding Wescott’s focus on building an appropriate investment strategy.
Together, they walk through the concepts of risk capacity and risk tolerance, determining your proper asset allocation, and finally, creating your investment portfolio.
To view the previous episode in this series, click here.
To view the next episode in this series, click here.
