Insights for Your Life and for Your Wealth
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.
In this edition of the Wescott Webinar, recorded March 27, 2020, CEO Grant Rawdin, CIO Mark McCarron, and COO / CCO Carrie Delgott discuss updates to the investment portfolio and Wescott's planning efforts. This episode focuses closely on the bond portfolio and Wescott's strategy in that arena.
In this first edition of the Wescott Webinar, CEO Grant Rawdin, CIO Mark McCarron, and COO Carrie Delgott discuss Wescott's preparation, response, and resolve to guiding our clients through this global uncertainty.
Episode 2: The SECURE Act In this episode of the Wescott Podcast series, members of Wescott’s Tax Alpha Group, Senior Financial Advisors Chris Cortese and Bob Waskiewicz, discuss the recently-passed SECURE Act, and the ramifications it may have on your financial future.
No one plans to get divorced. Yet for couples in their 50s and older, so-called “gray divorce” can be a particularly complex and contentious undertaking.
In this inaugural episode of Wescott’s podcast series, our Chief Investment Officer, Mark McCarron, addresses the top questions from our clients regarding the 2019 economic market and events, and previews Wescott’s strategy heading into 2020.
Charitable giving provides families with an opportunity to build a legacy and meaningfully impact the causes most important to them, but effective charitable giving requires a smart strategy. When and how you give makes all the difference.
