Crewe Advisors’ Post

Until recently, alternative investments have mainly been the province of the high net worth set. In the past few years, though, there has been a concerted effort to change that. In this week’s edition of “Ask an Advisor,” one advisor turned to his fellow professionals for a deeper understanding as to this disparity. Featuring insights from Dale Hershman "The Sick Economist" 🇺🇸🇮🇱 of Sick Advisory Services, David Flores Wilson, CFP®, CFA of Sincerus Advisory, Daren Blonski, CFP®, CEPA® of Sonoma Wealth Advisors, Zack Gutches, CFP®, CPA of True Riches Financial Planning, John Blair, MBA of Blair Capital Management, Jon McCardle of Summit Financial Group of Indiana, Stephan Shipe, PhD, CFA, CFP® of Scholar Financial Advising and Chris Wilbratte of Echelon Financial. #alternativeinvestments #portfoliomanagement #investmentstrategies

My experience as a professional financial planner and investment advisor at The Rosamond Financial Group has taught me that patience, flexibility, and carefully planned strategies are all crucial components for investing in an uncertain market. Here are my tips for navigating dynamic financial landscapes.

Please check out my latest Alternative Allocations blog which highlights my recent interview with William Dillard, CFA, CAIA of Mercer. In the blog, we explore lessons learned from institutional investors. John L Bowman, CFA Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP Stephen Dover Dave Donahoo, CFA Howard Margolis Matthew Brancato, AAMS ® Steve Uhen Daniil Shapiro, CFA Neil Blundell Matt Brown Alex Cavalieri Julia Giordano, RMA® Jennifer Ball Bill Duffy Craig Pfeiffer CAIA Association Investments & Wealth Institute Scott Welch, CIMA® George Szemere, CAIA Denis Tumbuelt #alternativeinvestments #privatemarkets #assetallocation

What we can expect in 2024 financial markets

This week, the #federalreserve kicked off the much anticipated rate-cutting cycle with with a 50 bps cut. To us, 25 vs. 50 wasn't that important; what matters more is what happens next. Can the Fed can engineer the elusive soft landing? In this piece, Matthew Miskin CFA and I outline what it would take.

As a CPA in Lindenhurst, I have helped clients achieve their financial goals through intelligent investing. Here are some tips for smart investing: 1. Start Early and Invest Regularly: Starting early and investing regularly is essential. You give your investments more time to grow and can use compound interest. 2. Diversify Your Investments: Spread your investments across asset classes like stocks, bonds, and cash to protect against market fluctuations and reduce risk. 3. Consider Fees and Expenses: Fees can eat into your returns. Look for low-cost investment options and be mindful of fees to maximize returns. 4. Keep Your Emotions in Check: Don't let fear or greed drive your investment decisions. Stay focused on your long-term financial goals and use data and research to inform investment choices. 5. Educate Yourself and Do Your Research: Learn about investment options and do your due diligence. This can help you make informed decisions and increase your chances of success. Smart investing can help you achieve your goals and secure your future. Contact me today if you need a trusted CPA in Lindenhurst to guide you on your investment journey. #smartinvesting #financialgoals #investmentportfolio #investmenttips #wealthbuilding #LindenhurstCPA #investingstrategy #investingmindset #diversifyinvestments #investmentfees #duediligence

In this week's commentary, portfolio manager Brian Schaefer steps back from current market dynamics to share key elements of the disciplined process our Investment Committee applies to portfolio allocations. As he writes, the antidotes to emotional decision-making are "process, planning and preparation" – and professional investors need those antidotes just as much as clients do. #InvestmentCommentary https://lnkd.in/gbWMc-V4

In this week's commentary, portfolio manager Brian Schaefer steps back from current market dynamics to share how the Wealth group's Investment Committee goes about its work. As he says, the antidotes to emotional decision-making are "process, planning and preparation" – and professional investors need those antidotes just as much as clients do. #InvestmentCommentary 

Can too much information be a bad thing? 🤔 Do you suffer with "paralysis of the analysis"? 🤔 With so much information available to us today, it can be hard to know what matters most to our long-term financial goals. Joe Wiggins, St. James's Place Investment Research Director, explains how to filter out the noise. You can watch the full interview here: https://lnkd.in/dJF5ga9H The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. #InvestmentBehaviours

See why a powerful new asset is turning heads of professional investment managers and financial advisers. Independent research and analysis illustrates that including a guaranteed income producing asset in drawdown SIPP portfolios could achieve better outcomes in a wide variety of circumstances. It's time to ask: Does your platform offer this? Find out more. #JustBlends #RetirementPlanning #FinancialPlanning https://ow.ly/xJv350QzcxT