Insights

Wealthy clients have an increased chance of encountering roadblocks during the tax form filing process. Wealth advisor Megan Slatter shares insight on the importance of being organized with Jeff Stimpson at Financial Advisor Magazine.

 Our Partner Louise Goudy Willmering was on Schwab Network yesterday discussing market moves, where to look for opportunities, and 2024 economic expectations with Nicole Petallides:     "I think it is healthy for the yield curve to have some positive slope to it, and...

Amid tightening financial conditions, bank loans have declined. With steady rates from the Fed should business owners use credit cards to supplement growth? Managing Partner Ryan Halliday weighs in via CNBC.com 

Since the Roth 401(k) launched in 2006, Congress has made adjustments, making it harder for the general public to follow and make adjustments of their own. Wealth Advisor Megan Slatter connected with Ben Mattlin at Financial Advisor Magazine to discuss the role...

As expected, the Fed held on interest rates this week. CIO Dustin Thackeray offered insight on the fight against inflation via Kiplinger.

 For clients who want a second home, wealth advisor Megan Slatter shares the importance of understanding the risks and responsibilities. Read more via Ben Mattlin in Finacial Advisor magazine

Crewe Advisors announces the opening of its new headquarters at 650 South Main Street in Salt Lake City. The space will accommodate its growing team of advisors committed to providing unparalleled client-advisor relationships to their clients. “Relocating represents...

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...

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...

 "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...

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.

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.

How are RIAs and financial firms incorporating artificial intelligence into their day to day operations? Dan Sudit, partner at Crewe Advisors, explains the potential pros and perils of AI in Citywire RIA.

 "The trend of slowing year-over-year inflation prints continues for its 12th consecutive month indicating the Federal Reserve's actions since March 2022 have been working well to slow price increases,"Crewe Advisors Chief Investment Officer Dustin Thackeray provides...

“The biggest mistake when coming into a large amount of cash would be to emotionally rush into an investment that you don’t really understand.” Crewe Advisors wealth advisor Marshall Nelson cautions investors with new liquidity to avoid moving too quickly when making...

Dan Sudit, partner at Crewe Advisors, speaks with Jeff Stimpson about how the debt ceiling debates will continue to affect taxpayers, despite an agreement being reached, due to the impact it had on the IRS. “The Congressional Budget Office estimates that the $21.4...

Louise Goudy Willmering, CFA and partner at Crewe Advisors, shares her thoughts on artificial intelligence and the debt ceiling’s impact on the markets with Isabelle Lee at Bloomberg. “The way that we use and implement AI across all businesses is going to be...

While private foundations are often used for tax breaks, it can be difficult to navigate certain tax rules at times. CEO Don Evans suggests using donor-advised funds to maximize your deduction totals as he speaks with Jeff Stimpson at Financial Advisor

Megan Slatter, wealth advisor at Crewe Advisors, speaks with Michael Madden at Wealth Solutions Report about important factors business owners need to consider during a liquidity event. “Business owners who engage in the process early and work with a qualified team...

Louise Goudy Willmering, CFA and partner at Crewe Advisors, shares her thoughts on bank earnings reports and provides her outlook on Reuters TV. “While inflation has undoubtedly taken a chunk out of everyone’s earnings, I do not think everyone’s earnings have had the...

Louise Goudy Willmering, CFA and partner at Crewe Advisors, appears on Reuters TV on international stocks and the impact a strong U.S. dollar might have on their performance. “Because of what interest rates and a strong dollar have done for U.S. investors, I think...

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,”...

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...

"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...

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...

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...

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...

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...

Stability of earnings will influence the level of the market, says Louise Goudy Willmering. She discusses the seesaw day in the markets following this morning's CPI report. She talks about health care and financials relative to S&P 500, as well as finding value in...

 Marshall Nelson, wealth advisor at Crewe Advisors, speaks with Ben Mattlin of Financial Advisor about the challenges younger people are facing when it comes to investing. He also cites gender bias as a topic of concern moving forward. “Younger clients want to be as...

 Louise Goudy Willmering, partner at Crewe Advisors, speaks with Jess Menton at Bloomberg on the markets going into 2023 and how investors can make the most out of their portfolios. “Inflation and interest rates were the main obstacles in 2022, but next year people...

Dan Sudit, partner at Crewe Advisors, shares his thoughts on taxes in regards to moving to a new state with Jeff Ostrowski at MoneyGeek. “When moving to a new state, people should be familiar with the differences in state income tax rules. Where some get surprised is...

 Financial Advisor reporter Ben Mattlin speaks with Megan Slatter, a wealth advisor at Crewe Advisors, about taking required minimum distributions from tax-advantaged retirement accounts and how life insurance and qualified charitable distributions can serve as legal...

 Megan Slatter, Wealth Advisor at Crewe Advisors, speaks to Chris Carosa at Forbes on Rollovers as Business Startups (“ROBS”) and how they can be a powerful solution for someone with a great business idea, but lacks access to start-up capital. “It allows them to...

 Dustin Thackeray, chief investment officer at Crewe Advisors, speaks with reporter Isabelle Lee about Q3 earnings and the effects on U.S. stocks. Thackeray explains challenges the Fed faces as they become more hawkish. “They obviously don’t want to be too dovish and...

Ahead of tomorrow’s CPI data and the Federal Reserve meeting in early November, Crewe Advisors CIO Dustin Thackeray explains how the Fed might respond to current inflationary pressures with Paul LaMonica in CNNBusiness.

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 on TD Ameritrade.

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 July and we’re almost in October. So what does it look like now? And if they’re going to continue to take...

“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,...

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 of the market via Kiplinger,

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...

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 rates and the calendar flipping to September, historically the weakest month of the year for stocks.

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. Miller explains a reverse mortgage may be appropriate for those in the decumulation stage of retirement...

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.