Q&A: What to Know Today to Prepare Your Estate for Tomorrow
February 2023 - Our Wescott Estate Planning Team discuss the ins and outs of estate planning and what every investor should know today in order to prepare for tomorrow.
February 2023 - Our Wescott Estate Planning Team discuss the ins and outs of estate planning and what every investor should know today in order to prepare for tomorrow.
February 8, 2023 - Grant Rawdin, Founder and CEO, quoted in Family Wealth Report
February 3, 2023 - Mark McCarron, Partner and Chief Investment Officer, quoted in the New York Times
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.
October 25, 2022 - Wescott named a Top 100 RIA Firm in the U.S. on Forbes' Inaugural List. (Awarded October 2022 – No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.)
September 2022 - Wescott ranked #22, marking its thirteenth consecutive year on their annual Top 100 Advisor Rankings (Awarded September 2022 – 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 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.
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.
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.
