Investment and Wealth Management

Inflation at an Inflection Point and the 60/40 Portfolio

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.

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The Fed’s Challenge: Managing Inflation and Financial Stability

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.

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5 Investment Resolutions for 2023

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.

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Divided We Stand, in Crypto We Fall

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.

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Decoding the Headlines: What Should Investors Believe?

In this August 19, 2022 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and our Chief Operating Officer, Carrie Delgott, dive into the details to decipher the true state of the economy, where we're heading, and what you should not do.

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3 Tips to Navigate Market Volatility When Nearing Retirement

August 2022 - Retirement is an exciting time of your life, but it’s a decision that requires a lot of consideration and planning. While you navigate the implications of a volatile stock market on this significant life event, we have three tips to provide you with some actionable next steps.

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LISTEN: Will Inflation Derail the U.S. Economy?

In this June 28, 2022 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, talk about the Fed's aggressive plan to fight inflation, the repricing of the bond and equities markets, and Wescott's strategy to build portfolios that weather inflation.

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