Insights for Your Life and for Your Wealth
In the wake of the Equifax breach, we understand many of our clients are concerned about the security of their financial data. There are many ways to limit the misuse of personal information from the breach, and we encourage clients to stay vigilant in monitoring credit accounts and proactive in setting up the right protections.
Over the past year, there has been a lot of talk – and just as much confusion – about the Department of Labor’s “Fiduciary Rule”. The proposed rule will legally and ethically require all financial advisors who provide retirement planning advice to meet “best interest” advice standards.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Karen McIntyre, Principal and Senior Financial Advisor, featured.
For many people, the process of gathering financial documents is like spring cleaning. It’s a necessary task avoided until the last minute. Because of that, it often constrains the financial planning experience, rather than bringing clients and advisors closer.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Scott Michalek, Partner and Senior Financial Advisor featured.
Executive compensation plans have become increasingly complex over the last decade, with companies seeking the right balance of guaranteed vs. performance-based pay to appease both stakeholders and company leaders.
In retirement, it can be tempting to look over the fence at how neighbors are spending their golden years and wonder if they’re living better or if you’re spending your time and money in the right ways. What’s more, social media heightens the pressure by serving as a highlight reel of everyone’s best experiences.
Wescott recently undertook the development and launch of our cloud-based client portal, myWescottVault™. As we thought about the essential functionality and utility of our offering, we became part of the ongoing conversation in the financial services industry, a tug-of-war between convenience and safety. One side advocates the absolute necessity of
This month, President-elect Donald Trump will take office and business owners around the country will await clarity on the future of corporate tax law. The incoming administration has positioned itself as pro-business and pro-growth, outlining a tax plan that would potentially grant small businesses more cash flow and financial flexibility. While there are still many…
