Insights for Your Life and for Your Wealth
May 2023 - Robert Waskiewicz, Principal, Senior Financial Advisor, discusses the tax planning strategies investors can employ year-round to prepare for the next tax season and beyond.
March 2023 - At Wescott, we are focused on elevating diverse voices within our team, as we believe unique perspectives are what lead to better outcomes for everyone. Since 1987, Wescott has prioritized diversity and encouraged female representation at all levels of the firm.
In this February 17, 2023 episode of Wescott's Market and Economic Outlook series, CIO, Mark mcCarron, discusses the impact of cooling inflation, geopolitical tensions stirred by the voyage of Chinese spy balloons, and a debate over the debt ceiling that is likely to carry on for some time.
February 2023 - Our Wescott Estate Planning Team discuss the ins and outs of estate planning and what every investor should know today in order to prepare for tomorrow.
January 2023 - It can be tempting to want to overhaul your financial plan and start anew, but that’s not always the recommended course of action. Learn more about five investment resolutions that will help you stay on track to achieve your life and financial goals in 2023 and beyond.
In this November 22, 2022 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and our Chief Operating Officer, Carrie Delgott, review the biggest headlines we're watching right now, including the Federal Reserve's strategy to combat inflation and the spiraling cryptocurrency markets.
In this August 19, 2022 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and our Chief Operating Officer, Carrie Delgott, dive into the details to decipher the true state of the economy, where we're heading, and what you should not do.
August 2022 - Retirement is an exciting time of your life, but it’s a decision that requires a lot of consideration and planning. While you navigate the implications of a volatile stock market on this significant life event, we have three tips to provide you with some actionable next steps.
In this June 28, 2022 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, talk about the Fed's aggressive plan to fight inflation, the repricing of the bond and equities markets, and Wescott's strategy to build portfolios that weather inflation.
