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.
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.
“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.
Crewe Capital is pleased to announce it was the exclusive advisor to Barefoot Mosquito & Pest Control on their new partnership with Incline Equity Partners, a Pittsburgh-based private equity firm.
With Secure 2.0 Act giving those 72 and under an extra year before withdrawing money from their retirement accounts, some advisors are still suggesting you start earlier. Partner Kris Yamano joins Elizabeth O’Brien at Barron’s to discuss the benefits of planning out RMDs in advance, considering possible tax consequences one might have to deal with.
