Tag: News & Media

Megan Slatter, Wealth Advisor at Crewe Advisors, speaks to Chris Carosa at Forbes on Rollovers as Business Startups (“ROBS”) and how they can be a powerful solution for someone with a great business idea, but lacks access to start-up capital. “It allows them to use retirement assets saved in a 401(k) or IRA towards their business and avoid paying income taxes or the early 10% withdrawal penalty. Since you are not repaying the money back to your retirement plan, it is not considered a loan,” says Slatter.

Dustin Thackeray, chief investment officer at Crewe Advisors, speaks with reporter Isabelle Lee about Q3 earnings and the effects on U.S. stocks. Thackeray explains challenges the Fed faces as they become more hawkish. “They obviously don’t want to be too dovish and the market is obviously looking for any sort of a sign from the Fed that we’re hitting the break, so to speak, on rate increases. If they continue on their too hawkish stance, there is a risk that things kind of get out of hand on that end as well. So they’re definitely walking a very fine line,” says Thackeray.

Ahead of tomorrow’s CPI data and the Federal Reserve meeting in early November, Crewe Advisors CIO Dustin Thackeray explains how the Fed might respond to current inflationary pressures with Paul LaMonica in CNNBusiness.

Real estate and real wages are signaling to Louise Goudy Willmering that inflation is beginning to ease. Hear more of her thoughts on a recent show

Louise Goudy, partner at Crewe Advisors, thinks equities fell on Tuesday in large part because of the house price numbers. “The data from Case-Shiller is from

“It’s generally well known that donations made to private foundations create income tax deductions. Less commonly known is that only gifts to private foundations of publicly traded stock and cash generate fair market value income tax deductions,” said Don Evans, president and CEO of Crewe Foundation, Salt Lake City, adding that gifts to private foundations of real estate and privately held stock only allow for cost basis deductions and at the rate of 20% of AGI. “Careful consideration should be taken as to which assets are used,” Evans said.

The market sank today on news of the consumer price index. Hear Crewe Advisors CIO Dustin Thackeray’s thoughts on what this means for the future

An emergency fund is priority number-one for anyone with a little breathing room following the recent student loan forgiveness announcement. Megan Slatter, wealth advisor at Crewe Advisors, provides insights on how young people can smartly allocate the extra cash that would have gone to loan payments via Fortune Magazine

Wall Street is on edge as it heads into a dangerous final few months of 2022 with the Federal Reserve set to keep raising interest

Ben Mattlin at Financial Advisor gathers insight from Jason Miller, partner at Crewe Advisors, on options that are available when a client needs emergency cash.