Your financial adviser keeps calling. This is why you should call them back.
September 16, 2024 - Karen McIntyre, Partner, Senior Financial Advisor and Business Development Officer, quoted in MarketWatch.
September 16, 2024 - Karen McIntyre, Partner, Senior Financial Advisor and Business Development Officer, quoted in MarketWatch.
August 6, 2024 - Mark McCarron, Partner, Chief Investment Officer, quoted in MarketWatch.
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,…
May 2024 - Named a Top RIA Firm (Awarded May 2024 - No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.)
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.
April 2023 - Wescott Named the #3 Private Wealth Advisor in Pennsylvania (Awarded April 2023 - No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.)
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.
