Dustin Thackeray, chief investment officer at Crewe Advisors, connects with Gregg Greenberg at InvestmentNews to explain why he recommends having active and passively-managed ETFs in client portfolios. “With the shorter track records of some actively managed ETFs, we may choose an actively managed mutual fund in which we have a lengthier track record to analyze,” says Thackeray.
Corporate Executives typically receive a significant portion of their compensation in the form of equity. This equity compensation can take many forms, each with its own features, risks, benefits, requirements, and tax implications. It is critical for executives and their advisors to understand the structure of their particular equity compensation so they can make the best planning decisions and seek to minimize tax impacts.
“Once you reach a certain age, the IRS wants to be able to begin collecting taxes.”
Wealth advisor Megan Slatter provides insight on how to take required minimum distributions as mandated by the IRS in Maryalene LaPonsie’s US News & World Report article:
This year, Social Security saw the largest increase for cost of living adjustment in more than 40 years at 8.7%. Megan Slatter, wealth advisor at Crewe Advisors, shares insight on this change for retirees.
A well-structured and thoughtfully organized family meeting can foster stronger family bonds, promote the family’s shared values, and facilitate strategic decision-making. Here are some of the essential elements and best practices to help ensure your family meeting is effective and worthy of the time investment.
Stocks are fluctuating as Big Tech companies continue to report earnings. Our CIO Dustin Thackeray chatted with Krystal Hur at CNN Business on the implications of company earnings as it pertains to the current economic climate.
With retail sales estimates falling short this month, it has led to some Fed uncertainty as to how the rest of the summer will shape up. Louise Goudy Willmering provides insight into the economic mixed picture with Isabelle Lee at Bloomberg.
The Dow continued its winning streak yesterday closing up over 300 points. On the heels of some news from Goldman Sach earnings, our own Louise Goudy Willmering joined Reuters TV to discuss how the markets planned to react to moves from the big banks.
Successful families can create lasting legacies that span several generations by executing strategic wealth planning techniques and employing a long-term approach to educating and skill building. Family meetings provide more than an opportunity to get everyone together – they should be issue-focused and used to accomplish one or more objectives as discussed by Crewe Advisors Partner, Kris Yamano.
How are RIAs and financial firms incorporating artificial intelligence into their day to day operations? Dan Sudit, partner at Crewe Advisors, explains the potential pros and perils of AI in Citywire RIA.
