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.
Each type of charitable giving vehicle has its own advantages and limitations. Each donor has different circumstances, goals, and objectives. Knowing the landscape of charitable giving will better help you to find the best fit for your next planned charitable gift.
Louise Goudy Willmering, Partner at Crewe Advisors, joins the program to discuss markets and investing strategies. Hosted by Paul Sweeney and Molly Smith.
“If people think there is a concern, they could create a concern.” Our partner and COO Jason Miller offers tips for how investors can stay confident and calm, and protect their assets, during uncertainty in the banking system in an interview with Elizabeth O’Brien at Barron’s Advisor.
with proper planning, using QSBS could save someone millions of dollars in taxes. This article highlights some common pitfalls a company should be aware of, but it is not an exhaustive list and should not be relied on for legal or tax advice. Consulting with a professional is vital to get the best guidance on this valuable but complex tax benefit.
“Advisors have to be really careful with the home that they choose, because if they’re doing it for their clients, then they need to make sure it’s the right home for those clients.” In the wake of the SVB banking collapse, many advisors are looking elsewhere. Jason Miller, partner at Crewe Advisors offers his take on how advisors can vet their new homes.
While inflation is showing signs of slowing, there remains continued uncertainty about what the Fed will do involving future rate hikes. Partner Louise Goudy Willmering speaks with Jessica Menton at Bloomberg to discuss what investors can expect moving forward
Marshall Nelson, wealth advisor at Crewe Advisors, speaks with Jacob Zinkula at Business Insider about why millennial investors need to take advantage of current market conditions and see it as an opportunity to buy stocks as they dip. “Young investors should embrace the current market turmoil because it gives them an opportunity to be buying at a discount. With a longer investment time horizon, any market volatility is a blessing,” says Nelson.
Marshall Nelson, wealth advisor at Crewe Advisors, speaks with Gabrielle Olya at GOBankingRates about why young investors should consider having a financial advisor. “Young professionals could benefit from having an advisor because an advisor is there to help them enhance their investments and avoid investing pitfalls. A big part of this is helping young investors manage their emotions. Investing hard-earned money in a place where risk is involved can be highly stressful in the short term. An advisor is there to help them from turning short-term anxiety into a long-term mistake. An advisor helps investors make decisions using logic, instead of emotion,” says Nelson.
Ryan Halliday, managing partner at Crewe Advisors, discusses the reasons why Salt Lake City has seen an influx of financial advisors with Tobias Salinger at Financial Planning. “Over the last 10 years, there has been a huge VC community. A tremendous amount of wealth has started to be created. There has been a need for more and more advisors,” says Halliday.
