Real estate and real wages are signaling to Louise Goudy Willmering that inflation is beginning to ease. Hear more of her thoughts on a recent show
Louise Goudy, partner at Crewe Advisors, thinks equities fell on Tuesday in large part because of the house price numbers. “The data from Case-Shiller is from
“It’s generally well known that donations made to private foundations create income tax deductions. Less commonly known is that only gifts to private foundations of publicly traded stock and cash generate fair market value income tax deductions,” said Don Evans, president and CEO of Crewe Foundation, Salt Lake City, adding that gifts to private foundations of real estate and privately held stock only allow for cost basis deductions and at the rate of 20% of AGI. “Careful consideration should be taken as to which assets are used,” Evans said.
The market sank today on news of the consumer price index. Hear Crewe Advisors CIO Dustin Thackeray’s thoughts on what this means for the future
An emergency fund is priority number-one for anyone with a little breathing room following the recent student loan forgiveness announcement. Megan Slatter, wealth advisor at Crewe Advisors, provides insights on how young people can smartly allocate the extra cash that would have gone to loan payments via Fortune Magazine
Wall Street is on edge as it heads into a dangerous final few months of 2022 with the Federal Reserve set to keep raising interest
Ben Mattlin at Financial Advisor gathers insight from Jason Miller, partner at Crewe Advisors, on options that are available when a client needs emergency cash.
Small-cap stocks shined Wednesday even more than shares of larger companies, partly reversing a prominent trend for 2022.
The Russell 2000 rose 2.95%, well ahead of the S&P 500’s 2.1% gain.
Nicole Petallides at TD Ameritrade Network is joined by Louise Goudy Willmering, CFA, partner at Crewe Advisors to discuss how the financials and healthcare sectors
Joyce Blay highlights Nick Perry joining Crewe Advisors as a partner and advisor in Financial Advisor magazine. Perry is an industry veteran with 15 years
