Insights for Your Life and for Your Wealth
In the latest episode of Wescott’s Market and Economic Outlook Series, Chief Investment Officer Mark McCarron provides a market update through Friday, May 15, 2020; reviews Wescott’s portfolio framework and perspectives, and focuses on the tax-exempt municipal bond market. **Wescott Disclosure Information** Wescott Financial Advisory Group, LLC (“Wescott or the “Firm”) is an…
At Wescott, our entire team works tirelessly day in and day out to provide unparalleled financial guidance to safeguard our clients’ futures. But our team also shares a deep commitment to serving our local community.
In this episode, Wescott's Chief Investment Officer, Mark McCarron, provides an economic and market update through May 1, 2020. He breaks down Wescott's portfolio framework and explain why style matters.
In this episode of the Wescott Webinar, our Chief Investment Officer, Mark McCarron, addresses common questions from our clients. He also highlights Wescott's commitment to sustainable investing in our ESG and Impact Portfolio.
Please join us for another edition of the Wescott Webinar, as our Chief Investment Officer, Mark McCarron, discusses a number of questions that we are hearing from clients, and provides an economic and market update as of April 17, 2o2o.
If you own a small business, are self-employed or are an independent contractor, the Coronavirus Aid, Relief and Economic Security (CARES) Act provides billions of dollars of assistance that may be able to help you.
With the tremendous uncertainty surrounding the coronavirus outbreak and its ultimate global socio-economic impact, many are left wondering what “normal” will look like in a post-coronavirus world.
Join us for a conversation between our Chief Investment Officer, Mark McCarron, and Dimensional Fund Advisors’ (DFA) Vice President and Senior Researcher, Wes Crill, Ph.D. For nearly 25 years, DFA has played an important role in Wescott’s investment portfolios, adding value for our clients over a variety of market climates.
In this edition of the Wescott Webinar, members of our leadership team provide a number of important updates on a variety of topics, while our Chief Investment Officer, Mark McCarron, dives into a conversation with Kimberly Scott, Senior Vice President and Portfolio Manager at Ivy Investments.
