Insights for Your Life and for Your Wealth
At Wescott, chief among our goals is ensuring that women are well-represented in all roles in the financial planning profession. Recently, Lydia Sheckels, Wescott Partner, and Susan Green, Wescott Principal, sat down to discuss the importance of blazing a trail for other female professionals and how their involvement with NAPFA helps to achieve this goal.
In this episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, explain why Wescott's portfolios are built to benefit in the current environment and discuss the indications that the markets are seeing a light at the end of the tunnel of the COVID-19 pandemic.
In this episode of our webinar series, The Wescott Difference, our Chief Operating Officer, Carrie Delgott, and Chief Investment Officer, Mark McCarron, take a closer look at Wescott's tax-smart investment strategy, and how our approach is applied to your portfolio.
How Philanthropy Can Benefit the Nonprofits You Support and Lessen Your Tax Burden
With 2021 underway, many investors and financial advisors are focused on potential tax reform in the year or years to come.
In the debut episode of our latest webinar series, The Wescott Difference, our Chief Operating Officer, Carrie Delgott, and Chief Investment Officer, Mark McCarron, share the evolution of Wescott's ESG strategy.
A Conversation with Grant Rawdin and Margie Abrams about how COVID-19 has disrupted essential fundraising efforts for nonprofits and philanthropic organizations and how innovative minds in the business community have the opportunity and obligation to play a key role in making sure these incredible organizations can continue to thrive.
In this episode of Wescott's Market and Economic Outlook Series, our Chief Investment Officer, Mark McCarron, provides a market update through November 20, 2020 and reviews the market reaction to recent vaccine news.
In this episode of Wescott's Market and Economic Outlook Series, our Chief Investment Officer, Mark McCarron, provides a market update through November 6, 2020 and ponders the outcome of the U.S. Presidential Election.
