Insights for Your Life and for Your Wealth
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.
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.
October 13, 2020 - At Wescott, we are beyond proud to have a team that continuously exemplifies one of our core beliefs– that we all have the power to make a difference. Learn more about Wescott Controller Dan Wick's dedication to the National Multiple Sclerosis Society and Bike MS.
In this episode of Wescott's Market and Economic Outlook Series, our Chief Investment Officer, Mark McCarron, provides a market update through October 9, 2020 and discusses some of the implications of the upcoming U.S. Presidential Election.
In this episode of Wescott's Market and Economic Outlook Series, our Chief Investment Officer, Mark McCarron, provides a market update through September 25, 2020 and focuses on an historical look at value and growth investing.
In this episode of Wescott's Market and Economic Outlook Series, our Chief Investment Officer, Mark McCarron, provides a market update through September 11, 2020 and revisits Wescott's core portfolio strategy.
