Insights for Your Life and for Your Wealth
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.
In this May 27, 2022 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, explain the specific conditions of an economic recession and discuss the steps that Wescott has taken, past and present, to create portfolios that weather the storm.
In this April 23, 2022 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Senior Financial Advisor, Stephanie James, discuss the market's continuing volatility and provide a number of tips to navigate the choppy waters.
At Wescott, chief among our goals is ensuring that women are well-represented in all roles in the financial planning profession. Lydia Sheckels, Wescott Partner, and Susan Green, Wescott Principal, sat down to discuss the importance of blazing a trail for other female professionals and how their involvement with NAPFA helps to achieve this goal.
In this March 3, 2022 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, analyze how the conflict is influencing specific sectors, and how our portfolios are prepared should tensions continue to escalate.
In this February 1, 2022 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, chat about why portfolio diversification could be this year's secret weapon against a changing market.
How Philanthropy Can Benefit the Nonprofits You Support and Lessen Your Tax Burden
For investors, understanding how your retirement tax planning and tax-smart investment strategies are positioned for potential reforms offers peace of mind and a more secure path forward.
