Insights for Your Life and for Your Wealth
In this February 1, 2022 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, chat about why portfolio diversification could be this year's secret weapon against a changing market.
How Philanthropy Can Benefit the Nonprofits You Support and Lessen Your Tax Burden
For investors, understanding how your retirement tax planning and tax-smart investment strategies are positioned for potential reforms offers peace of mind and a more secure path forward.
In this December 20, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, discuss where the 2021 rollercoaster may take us in 2022.
December 14, 2021 - Combination Sparks the Rise of the Co-Operative Independents and Positions Wescott for Next-Generation Success
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.
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…
