The Good Life | September 2021
In observance of Labor Day our office will be closed
Monday, September 6.
If you need to drop-off paperwork please use the after hours drop box.
Congratulations Wesley Bean, CFA®
Bean becomes a Chartered Financial Analyst charter holder
On behalf of all our clients and associates, we are proud to announce that Wesley Bean has earned the prestigious designation of Chartered Financial Analyst charter holder.

“This certification validates the exceptional work he’s been doing for our clients for several years. For our clients it means we have a true professional helping to direct and manage their portfolios. We’re excited for Wesley and our plans to continue to build on that expertise,” stated Tom McCarthy, founder of McCarthy & Cox Retirement and Estate Specialists. “Earning this designation requires rigorous study and passing three separate national exams. Only about 20% to 40% of all applicants pass any one of the three levels and Wesley has successfully passed all three!“ McCarthy explained.

Jim Cox, Managing Partner of the firm added, “This is an awesome achievement and we want to publicly congratulate Wesley! At our core, McCarthy & Cox has always been eager to support and invest in our people. We couldn’t be prouder of Wesley and all our associates who strive to continually improve and provide the best, most professional service we can”.

What is a CFA® charter holder? The CFA® designation is widely considered the highest distinction in the investment management profession and is considered the equivalent of a highly specialized postgraduate degree. To earn the title of CFA®, one must demonstrate expertise in financial research, portfolio management, investment consulting, risk analysis and risk management. After all of the exams, less than one in five candidates actually receive their CFA®, according to the CFA® Institute.

“We believe that having an individual as part of the McCarthy & Cox team with the CFA® charter holder designation helps ensure that clients have access to the best investment advice available and that their portfolios are well aligned with their financial goals. Wesley will be able to offer expert level portfolio management skills, which is extremely important in today’s fast changing market landscape,” Cox concluded.
Register for our next webinar!
FREE Savvy Women, Smart Investors Webinar
Wednesday, September 22 | 12:00PM - 1:00PM EST
Join us for this FREE online event as we hear from Sheridan Culhane, Business Development Consultant, MFS Fund Distributors, Inc. 

This presentation is designed for motivated women who want to ensure they have successfully planned for retirement. This will not be a conversation about the stock market, but instead about the life issues that women face that have been known to impact a sound financial plan. The conversation will include:

  • How to raise financially capable kids and grandkids
  • How to help your parents as they age
  • How to prepare for what may happen to you

The goal is to empower you to successfully defend against the "non-financial" shocks that can hurt your future.


  • You must register for the event in advance.
  • Registration is LIMITED!
What You May Have Missed

Miss our most recent webinar - Guide to My Financial Life?
Our most recent webinar shared steps women can start taking now because 95% of women likely will be the primary financial decision maker at some point in their lives. Watch the recording here.

Investor360° Security Enhancement: Multifactor Authentication Required on September 9
If you utilize Investor360° you will want to be aware of an import security feature that begins September 9. Read about it here.

Doughnuts, Bacon, and the Economy - August 2021 | Mid-Year Update
Economic & Investment Management Perspectives
From the Desk of Wesley Bean, CFA®

At the beginning of 2021, we identified the key themes we anticipated would guide investment decisions this year: more volatile and choppy markets as we work through the recovery, continued challenges in the fixed income market, and adjusting to any longer-term impacts from Covid-19. With the year now half over, we revisited these themes to see how they’ve played out thus far and look ahead to the second half of the year.

McCarthy & Cox Charity Outing a Success
The 9th annual McCarthy & Cox Charity Golf Outing was an enormous success, raising a record $24,930 for two charities! “We are very thankful for the outstanding turnout and support from our community and corporate sponsors,” commented Jim Cox, Managing Partner of McCarthy & Cox.
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Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.