Wealthy clients have an increased chance of encountering roadblocks during the tax form filing process. Wealth advisor Megan Slatter shares insight on the importance of being organized with Jeff Stimpson at Financial Advisor Magazine.
Our Partner Louise Goudy Willmering was on Schwab Network yesterday discussing market moves, where to look for opportunities, and 2024 economic expectations with Nicole Petallides:
“I think it is healthy for the yield curve to have some positive slope to it, and there should be some risk-reward payoff for holding those long-duration bonds.”
Amid tightening financial conditions, bank loans have declined. With steady rates from the Fed should business owners use credit cards to supplement growth? Managing Partner Ryan Halliday weighs in via CNBC.com
Since the Roth 401(k) launched in 2006, Congress has made adjustments, making it harder for the general public to follow and make adjustments of their own. Wealth Advisor Megan Slatter connected with Ben Mattlin at Financial Advisor Magazine to discuss the role advisors can have in helping clients navigate the differences between a Roth 401k and traditional 401(k).
As expected, the Fed held on interest rates this week. CIO Dustin Thackeray offered insight on the fight against inflation via Kiplinger.
For clients who want a second home, wealth advisor Megan Slatter shares the importance of understanding the risks and responsibilities. Read more via Ben Mattlin in Finacial Advisor magazine
The process of exiting a business is far more than just a financial transaction; it is a complex balance of personal goals, strategic decision-making, tax and legal complexities and wealth preservation. In this whitepaper, we dive into the various aspects of exit planning – highlighting critical considerations and some strategies that may be used to ensure a successful transition.
Crewe Advisors announces the opening of its new headquarters at 650 South Main Street in Salt Lake City. The space will accommodate its growing team
Jessica Dickler at CNBC.com speaks with Marshall Nelson, wealth advisor at Crewe Advisors, to discuss the future of retirement saving due to SECURE 2.0 and why 529 plans might be the best option. “It’s something I see catching on. Now they have the option to use that money to supplement retirement; that’s a huge win,” says Nelson.
Crewe Advisors was listed 35th out of the top 100 fastest growing RIAs in 2023 in Patrick Villanova’s SmartAsset ranking.
