Insights for Your Life and for Your Wealth
Mid-Year Financial Checkup: Recalibrating Your 2025 Financial Plan
May 2025 – As June approaches, we reach a strategic pause point in your financial…
AI: The Ultimate Human Invention?
In this May 22, 2024 episode of Wescott’s Market and Economic Outlook series, our President…
Inflation at an Inflection Point and the 60/40 Portfolio
In this November 3, 2023 episode of Wescott’s Market and Economic Outlook series, our Chief…
The Impact of Artificial Intelligence – Verify You’re Human; Ask Me Anything
In this July 10, 2023 episode of Wescott’s Market and Economic Outlook series, our Chief…
The Fed’s Challenge: Managing Inflation and Financial Stability
In this April 20, 2023 episode of Wescott’s Market and Economic Outlook series, our Chief…
Women in Financial Planning: How the Industry Continues to Evolve and Elevate Diverse Voices
March 2023 – At Wescott, we are focused on elevating diverse voices within our team,…
Bubbles, Balloons and Budgets – An Economic and Market Outlook
In this February 17, 2023 episode of Wescott’s Market and Economic Outlook series, CIO, Mark…
Q&A: What to Know Today to Prepare Your Estate for Tomorrow
February 2023 – Our Wescott Estate Planning Team discuss the ins and outs of estate…
Divided We Stand, in Crypto We Fall
In this November 22, 2022 episode of Wescott’s Market and Economic Outlook series, our Chief…
Decoding the Headlines: What Should Investors Believe?
In this August 19, 2022 episode of Wescott’s Market and Economic Outlook series, our Chief…
LISTEN: Will Inflation Derail the U.S. Economy?
In this June 28, 2022 episode of Wescott’s Market and Economic Outlook series, our Chief…
LISTEN: Will the U.S. Economy Experience a Recession
In this May 27, 2022 episode of Wescott’s Market and Economic Outlook series, our Chief…
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