Insights for Your Life and for Your Wealth
August 2025 - As college costs rise and financial strategies become more complex, many affluent families are asking if 529 plans are still the smartest way to save for a child’s or grandchild’s education. The short answer? Absolutely.
August 2025 - Learn expert strategies for introducing adult children to family wealth, avoiding common mistakes, and building lasting family financial wisdom through thoughtful conversations.
July 2025 - Explore how successful executives and professionals leverage summer downtime for strategic career transition and retirement planning.
June 2025 - Families who take time to document their conversations and create systems for follow-through see dramatically different outcomes than those who rely on memory alone. The difference isn't just in the planning—it's in the relationships and the legacy itself.
June 2025 - For families thinking about their legacy, these summer gatherings are the perfect time for exploring the values and goals that should guide future generations.
May 2025 - Many clients ask: How should I prepare for this conversation? What opportunities should I prioritize? And what mistakes should I avoid? This piece provides actionable guidance to help you maximize your mid-year review while avoiding common pitfalls that can potentially derail your financial planning efforts.
May 2025 - As June approaches, we reach a strategic pause point in your financial year—a perfect moment to assess progress and make thoughtful adjustments to your wealth strategy. Mid-year reviews can be an opportunity to ensure your wealth continues to support your life and goals.
In this May 22, 2024 episode of Wescott's Market and Economic Outlook series, our President and COO, Carrie Delgott, and Partner and CIO, Mark McCarron, discuss how companies like NVIDIA and Apple are using (and profiting from) it to best position themselves for what comes next, and the opportunities AI creates for its creators (or,…
In this November 3, 2023 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and our Chief Operating Officer, Carrie Delgott, discuss the Federal Reserve's approach to inflation and whether we may have reached an inflection point, and review the significance of a 60/40 portfolio strategy.
