How Advisors With Autism, ADHD, and Other Neurodivergent Traits Are Stepping Out of the Shadows
May 17, 2022 - Harold Weinstein, Director of Organizational and Talent Development, quoted in Barron's
May 17, 2022 - Harold Weinstein, Director of Organizational and Talent Development, quoted in Barron's
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.
At Wescott, chief among our goals is ensuring that women are well-represented in all roles in the financial planning profession. Lydia Sheckels, Wescott Partner, and Susan Green, Wescott Principal, sat down to discuss the importance of blazing a trail for other female professionals and how their involvement with NAPFA helps to achieve this goal.
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.
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.
How Philanthropy Can Benefit the Nonprofits You Support and Lessen Your Tax Burden
For investors, understanding how your retirement tax planning and tax-smart investment strategies are positioned for potential reforms offers peace of mind and a more secure path forward.
January 13, 2022 - Wescott, Grant Rawdin, Founder and CEO, and Rick Volpe, Partner, Director of Charitable & Estate Planning/Tax Compliance, featured on Financial Advisor Online
In this December 20, 2021 episode of Wescott's Market and Economic Outlook series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, discuss where the 2021 rollercoaster may take us in 2022.
