May 2025 - Many clients ask: How should I prepare for this conversation? What opportunities should I prioritize? And what mistakes should I avoid? This piece provides actionable guidance to help you maximize your mid-year review while avoiding common pitfalls that can potentially derail your financial planning efforts.
May 2025 - As June approaches, we reach a strategic pause point in your financial year—a perfect moment to assess progress and make thoughtful adjustments to your wealth strategy. Mid-year reviews can be an opportunity to ensure your wealth continues to support your life and goals.
In this May 22, 2024 episode of Wescott's Market and Economic Outlook series, our President and COO, Carrie Delgott, and Partner and CIO, Mark McCarron, discuss how companies like NVIDIA and Apple are using (and profiting from) it to best position themselves for what comes next, and the opportunities AI creates for its creators (or,…
In this November 3, 2023 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and our Chief Operating Officer, Carrie Delgott, discuss the Federal Reserve's approach to inflation and whether we may have reached an inflection point, and review the significance of a 60/40 portfolio strategy.
In this July 10, 2023 episode of Wescott's Market and Economic Outlook series, our Chief Executive Officer, Grant Rawdin, and Chief Investment Officer, Mark McCarron, break down the mania of artificial intelligence and its impact on economic markets. In this webinar, Grant and Mark separate facts from fiction and offer an outlook on its market…
In this April 20, 2023 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and our Chief Operating Officer, Carrie Delgott, discuss some of the items we're watching, including the Fed's policy and peak inflation, the regional banking crisis, inflation expectations, and the housing market.
In this February 17, 2023 episode of Wescott's Market and Economic Outlook series, CIO, Mark mcCarron, discusses the impact of cooling inflation, geopolitical tensions stirred by the voyage of Chinese spy balloons, and a debate over the debt ceiling that is likely to carry on for some time.
January 2023 - It can be tempting to want to overhaul your financial plan and start anew, but that’s not always the recommended course of action. Learn more about five investment resolutions that will help you stay on track to achieve your life and financial goals in 2023 and beyond.
In this November 22, 2022 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and our Chief Operating Officer, Carrie Delgott, review the biggest headlines we're watching right now, including the Federal Reserve's strategy to combat inflation and the spiraling cryptocurrency markets.
