Insights for Your Life and for Your Wealth
November 11, 2021 - Tis the season for charitable gifting, and Wescott's team of financial and tax planning experts has all of the best strategies and information to help you maximize the benefit of your donation.
In this September 30, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, preview Wescott's 2021 Fourth Quarter Outlook.
At Wescott, our team is focused on delivering advice that combines your financial assets and your financial mindset. Known for our Life-Minded Wealth® approach, we are proud to shine a spotlight on the people behind that approach and have them share a little about what drives them professionally and personally.
In this August 31, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, address the question on top of many people's minds: how do current events affect how quickly it will take for the economy to ultimately recover?
August 12, 2021 - The firm was selected for notable employee-friendly practices and growth-oriented culture. Certification received May 2020. B Corp Certification is a designation that a business is meeting high standards of verified performance, accountability, and transparency on factors from employee benefits and charitable giving to supply chain practices and input materials. Wescott pays…
In this July 30, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, explore Wescott's ESG and Impact solutions and discuss our firm's laudable accomplishments in sustainable investing.
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.
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?
