Tech was just very highly valued, very overbought,” said Dustin Thackeray, chief investment officer at Crewe Advisors. “It was certainly due for a pullback.”
John Coumarianos with Citywire includes insight from Dan Sudit, partner of Crewe Advisors, in an article explaining the recent market correction. He explains that the
Jess Menton includes insight from Dustin Thackeray, partner and chief investment officer of Crewe Advisors, in her article examining stocks closing at a record highs.
According to a recent study compiled by Cerulli Associates, roughly 45 million households in the U.S. will transfer $68 trillion over the next 25 years, making Generation X the primary beneficiary. To address this, I like to think about this in two separate phases that we work through with clients to prepare for an efficient generational wealth transfer.
Crewe Advisors partner Dan Sudit helps MarketWatch’s Alessandra Malito provide insight into retirement preparation and priorities in this Help Me Retire answer.
James Royal includes insight from Dan Sudit, partner at Crewe Advisors, in his latest Bankrate article about the steps investors should take to retire at
Martha White’s article for NBC News includes insight from Dustin Thackeray, partner and chief investment officer of Crewe Advisors, in an article exploring the reasons
Dustin Thackeray, CIO at Crewe Advisors, weighs in with market commentary in Karee Venema’s stock market recap with Kiplinger following a choppy day for the
Tim Smart at U.S. News & World Report includes insight from Dustin Thackeray, partner and chief investment officer at Crewe Advisors, in an article looking
Robbie Lawther at International Adviser features Crewe Advisors new five-person team in Scottsdale, AZ in a roundup of current M&A deals across the country. The
