Day: April 18, 2023

Megan Slatter, wealth advisor at Crewe Advisors, speaks with Michael Madden at Wealth Solutions Report about important factors business owners need to consider during a liquidity event. “Business owners who engage in the process early and work with a qualified team often find themselves rewarded with informed decisions about the sale price, financing terms and other key aspects along with creative solutions to problems that may arise, all contributing to the overall success of the transaction,” explains Slatter.

Louise Goudy Willmering, CFA and partner at Crewe Advisors, shares her thoughts on bank earnings reports and provides her outlook on Reuters TV. “While inflation has undoubtedly taken a chunk out of everyone’s earnings, I do not think everyone’s earnings have had the shift up to account for inflation,” says Goudy Willmering.

Louise Goudy Willmering, CFA and partner at Crewe Advisors, appears on Reuters TV on international stocks and the impact a strong U.S. dollar might have on their performance. “Because of what interest rates and a strong dollar have done for U.S. investors, I think investors have neglected international stocks as being a significant portion of portfolios and a diversification bet. I think a great way to add that diversification to a portfolio is by buying the broad index of Europe, Australia and far east developed countries,” explains Goudy Willmering.

Louise Goudy Willmering, CFA and partner at Crewe Advisors, provides insight on the changes seen in Wall Street’s main indexes with Reuters TV. “We feel that 2023 is going to be the year where the valuation is based on the stabilization of earnings going forward,” says Goudy Willmering.