Crescent Grove Advisors

With tax season in full swing, many wonder how IRS staffing cuts and upcoming tax law changes might affect their filings. While the impact on 2024 returns may be limited, there are key steps you can take to avoid delays and stay ahead. Our Director of Tax, Patrick Malloy, JD, CPA, recently shared insights with Barron's Advisor on how to navigate tax season smoothly. Read more here:?https://lnkd.in/eJs74jmA

In a recent?MarketWatch?article, senior client advisor Chris Jauch?discussed how to talk to adult children about money management. While parents may feel comfortable sharing an overview of their legacy, revealing more detailed information—like asset breakdowns or brokerage accounts—can be challenging. Chris notes, "We take the parents' lead on how much they're comfortable disclosing." The key is to find a level of transparency that works for your family, whether it's limited details or full disclosure. Starting these conversations early can help foster financial literacy and ease wealth transition. Check out the article?here: https://lnkd.in/g5fM2qK4

Wealth is often an important component in establishing your legacy, and our team at Crescent Grove Advisors works diligently with our clients to build their financial future and preserve multigenerational wealth. Our Senior Client Advisor Mitchell Prosk spoke with Steve Garmhausen for Barron's Advisor about some of the strategies we use to support our clients when safeguarding wealth for the next generation. Read more here:?https://lnkd.in/gY2scvmB

Our Co-CIO Andrew Krei, CFA shared our latest market outlooks on Bloomberg Businessweek ahead of the closing bell on Friday. Listen to the full interview on why we think tariffs might impact political theater more than markets and our reasoning behind a continued shift to value in portfolios as corporate profitability broadens.??https://lnkd.in/gN6rSd3i

Our Co-CIO Andrew Krei, CFA joined Yahoo Finance to discuss opportunities in fixed income and why asymmetric risk is building across global fixed income. Watch the full interview to learn why Crescent Grove Advisors is taking a more defensive approach to duration exposure in investor portfolios: https://lnkd.in/g2iY88_x

The risk for fraud and abuse increases as cognitive ability declines, but there are steps to take to help secure your livelihood and legacy. The team at Crescent Grove Advisors works with our clients to prepare ahead of severe decline when possible and can stay involved as an extra layer of protection for aging clients. Managing Director Nick Kochanski spoke with Morey Stettner about how we approach these challenges and what to consider to keep yourself and your loved ones safe. Read the full story in MarketWatch: https://lnkd.in/g8Zp7VXD

It pays to keep your eye on the prize. With the volatility of election season, the importance of long-term planning stood out to our Senior Wealth Advisor Bob Peterson?Peterson?as a key takeaway from 2024. Read more from Gregg Greenberg at InvestmentNews:?https://lnkd.in/g-d8Tmsy???

Crescent Grove Advisors gatekeeper Andrew Krei, CFA is more interested in niche alternative investments than the large private funds that he and his team often finds within the alts space. Read more here ?? https://lnkd.in/ehZ93jd9 ?? Eva Thomas

Andrew Krei, CFA, our Co-CIO, recently sat down with CityWire while in NYC to share his perspective on why our approach to alternatives is evolving. As Andrew puts it: “We tend to gravitate towards smaller funds. We’re just not convinced there’s the same level of alpha in larger funds given the scale of assets they’re investing.” Check out the full article to learn more about his philosophy and what it means for Crescent Grove’s approach: https://lnkd.in/gvNeGssm #Leadership #AlternativeInvestments #WealthManagement #FamilyOffice #InvestmentStrategy

Co-CIO Andrew Krei, CFA appeared on Yahoo Finance last week to share insights into the health of the artificial intelligence trade and explore investment opportunities beyond mega-cap tech companies. Watch the full discussion here: https://lnkd.in/gg-f6A5f