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    • Andy Edstrom, CFA®, CFP®
    • Joel S. Edstrom, CFA®
    • Rick Weinlein
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    • Jeffrey S. Petersen, CFP®
    • Ara Gasparian, CFP®
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logo
  • Home
  • About Us
    • Investment Approach
    • Investment Management
    • Balanced Portfolio Construction
    • Financial Planning
    • Advantages
    • Client Relationship Summary
  • Advisors
    • Andy Edstrom, CFA®, CFP®
    • Joel S. Edstrom, CFA®
    • Rick Weinlein
    • Mark M. Gleason, CFA
    • Jeffrey S. Petersen, CFP®
    • Ara Gasparian, CFP®
  • Insights
  • Client Login
  • Contact Us
  • Home
  • About Us
    • Investment Approach
    • Investment Management
    • Balanced Portfolio Construction
    • Financial Planning
    • Advantages
    • Client Relationship Summary
  • Advisors
    • Andy Edstrom, CFA®, CFP®
    • Joel S. Edstrom, CFA®
    • Rick Weinlein
    • Mark M. Gleason, CFA
    • Jeffrey S. Petersen, CFP®
    • Ara Gasparian, CFP®
  • Insights
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  • Contact Us
by WESCAP GroupJune 15, 2017 Insights0 comments

9 Reasons Why Your Financial Advisor Needs Your Tax Return

With last year’s tax season behind us and your 2016 return on its way to the IRS, now is an ideal time to share a copy of last year’s tax return with your WESCAP Advisor. These are some of the ways in which you benefit: (more…)

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by WESCAP GroupJune 6, 2017 Insights0 comments

Surprise! Europe and Foreign Markets Have Outperformed the U.S. in 2017…Will it Continue?

On May 15th, 2017, the cover story of Barron’s read “Europe on Sale: Time to Buy Foreign Stocks”, making a case for what we at WESCAP concluded some time ago.  As investors, it can be easy to focus on what has performed well in recent memory, and the U.S., specifically the S&P 500, has dominated world markets for the better part of a decade to this point.  (more…)

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by WESCAP GroupMay 3, 2017 Insights0 comments

Economic and Investment Outlook for 2017

• Economic Growth: Real GDP growth should remain near 2.2% for 2017 for the U.S. The economic benefit of lower expected taxes and fewer regulations is expected to exceed the costs of (more…)

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by WESCAP GroupApril 28, 2017 Insights0 comments

WESCAP’s Andy Edstrom Published in The Economist

At WESCAP, we believe that to be successful global investors and earn attractive risk-adjusted returns for your portfolio, we must strive to be very knowledgeable about economic, commercial, political, and social trends worldwide. (more…)

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