Biden’s American Families Plan: 3 Tax Implications to Watch
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?
Insights for Your Life and for Your Wealth
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?
In this April 30, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, dive into the state of the U.S. economic recovery, the current administration's spending plans, and why Wescott's portfolios are well positioned to handle a change in tax strategy.
In this April 16, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, discuss the shift from investors worrying that the U.S. economy was heading for a recession to worrying that it is growing too quickly, and the ramifications of potential inflation.
In this April 2, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, discuss a reopening of the United States economy and the effect of hopefulness on the markets.
In this March 22, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, break down the cryptocurrency basics, offer some historical context, and shed some light on Wescott's cryptocurrency strategy.
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.
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.
December 9, 2020 - 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.
