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 Capital (Crewe) played a crucial advisory role in the sale of Trailer Boss, a leading trailer dealer in the Pacific Northwest, to BF Ventures whose principals have several investments in the automotive sector, including Sunrise Toyota, AutoBuy, and B Squared. As the exclusive advisor to Trailer Boss, Crewe successfully managed the transaction between Trailer Boss and BF Ventures, who plan to grow the footprint of Trailer Boss and continue offering top trailer brands and products to customers.
Crewe Advisors was listed 35th out of the top 100 fastest growing RIAs in 2023 in Patrick Villanova’s SmartAsset ranking.
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.
“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.
“We believe Enphase Energy (Nasdaq: ENPH) to be the perfect partner to help LGCY Power capitalize on growth opportunities,” said Michael Bennett, managing partner of Crewe Capital. “As a global leader in energy technology, they were able to quickly recognize LGCY as a standout platform. Enphase’s strategic products and relationships will help LGCY continue on their growth trajectory.”
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.
