Investment and Wealth Management

LISTEN: Will the U.S. Economy Experience a Recession

In this May 27, 2022 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, explain the specific conditions of an economic recession and discuss the steps that Wescott has taken, past and present, to create portfolios that weather the storm.

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LISTEN: Financial and Tax Planning During Market Volatility

In this April 23, 2022 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Senior Financial Advisor, Stephanie James, discuss the market's continuing volatility and provide a number of tips to navigate the choppy waters.

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LISTEN: The Ukrainian-Russian Conflict and Its Market Impact

In this March 3, 2022 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, analyze how the conflict is influencing specific sectors, and how our portfolios are prepared should tensions continue to escalate.

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LISTEN: What Will 2022 Bring for Investors?

In this February 1, 2022 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, chat about why portfolio diversification could be this year's secret weapon against a changing market.

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LISTEN: Economic Recovery Continues Despite Delays

In this August 31, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, address the question on top of many people's minds:  how do current events affect how quickly it will take for the economy to ultimately recover?

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LISTEN: Wescott’s ESG + Impact Solutions

In this July 30, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, explore Wescott's ESG and Impact solutions and discuss our firm's laudable accomplishments in sustainable investing.

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