Insights for Your Life and for Your Wealth
In this June 25, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, revisit the U.S. stock market's dominance over the last decade and consider the catalysts for change in non-U.S. markets on the horizon.
June 2021 - For years, we’ve been hearing the question: “Are you a fiduciary?” The answer is simple: Yes!
Wescott Financial Advisory Group LLC is proud to announce that the firm has been named to the Philadelphia Business Journal’s 2021 Best Places to Work list.
In this May 24, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, give you three reasons why you shouldn't just sell in May and go away.
What should high-net-worth and ultra-high-net-worth individuals expect from the American Families Plan's proposed changes to the current tax code?
In this April 30, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, dive into the state of the U.S. economic recovery, the current administration's spending plans, and why Wescott's portfolios are well positioned to handle a change in tax strategy.
In this April 16, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, discuss the shift from investors worrying that the U.S. economy was heading for a recession to worrying that it is growing too quickly, and the ramifications of potential inflation.
In this April 2, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, discuss a reopening of the United States economy and the effect of hopefulness on the markets.
In this March 22, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, break down the cryptocurrency basics, offer some historical context, and shed some light on Wescott's cryptocurrency strategy.
