by MarketWatch | Mar 3, 2022 | Crewe Advisors
Dan Sudit, partner at Crewe Advisors, tells Alisa Wolfson at MarketWatch that the best place to start when looking for a financial adviser is with trusted colleagues, friends and family. “If you have a few friends that may fit the bill, then ask for multiple...
by US News and World Report | Mar 1, 2022 | Crewe Advisors
Matt Whittaker of US News and World Report includes insight from Dustin Thackeray, chief investment officer with Crewe Advisors when recommending hot energy stocks. “There continues to be a supply-and-demand mismatch coming from countries reopening from...
by The Wall Street Journal | Jan 31, 2022 | Crewe Advisors
“Tech was just very highly valued, very overbought,” said Dustin Thackeray, chief investment officer at Crewe Advisors. “It was certainly due for a pullback.”
by Citywire | Jan 24, 2022 | Crewe Advisors
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 lower Treasury yields were expected and that investors should stick to their investing principles....
by Bloomberg | Dec 27, 2021 | Crewe Advisors
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. The article also looks at Americans spending over the holiday shopping season despite the spread of...
by Dan Sudit | Dec 13, 2021 | Crewe Advisors
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...
