Insights for Your Life and for Your Wealth
May 27, 2020 - Uplift Center for Grieving Children is the leading developer and provider of programs and resources to support children in the Philadelphia community who are grieving, or coping with, a loss.
In the latest episode of Wescott's Market and Economic Outlook Series, Chief Investment Officer, Mark McCarron, provides a market update through Friday, May 15, 2020 and focuses on the tax-exempt municipal bond market.
May 6, 2020 - During this time of protest and introspection, we would like to highlight an organization with whom Wescott is closely involved with that is dedicated to furthering the cause of addressing poverty, educational and economic opportunity and resources for our diverse community.
In this episode, Wescott's Chief Investment Officer, Mark McCarron, provides an economic and market update through May 1, 2020. He breaks down Wescott's portfolio framework and explain why style matters.
In this episode of the Wescott Webinar, our Chief Investment Officer, Mark McCarron, addresses common questions from our clients. He also highlights Wescott's commitment to sustainable investing in our ESG and Impact Portfolio.
Please join us for another edition of the Wescott Webinar, as our Chief Investment Officer, Mark McCarron, discusses a number of questions that we are hearing from clients, and provides an economic and market update as of April 17, 2o2o.
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.
