Crescent Grove Advisors

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

Co-CIO Andrew Krei, CFA joined Bloomberg Businessweek in New York City yesterday to discuss where we are seeing opportunities in the market. He also discussed considerations in private markets, including real estate, and why Crescent Grove looks to these spaces for creating alpha. Listen to the interview with Carol Massar and Tim Stenovec here: https://lnkd.in/gH8pXvuY

Roth IRAs or Roth 401(k)s offer a lot of benefits to investors but sometimes a traditional IRA and 401(k) is actually a better choice. Client Advisor Dustin Wolk, CFP? shared considerations for taking distributions or performing Roth conversions with Financial Advisor Magazine. Read more here: https://lnkd.in/epFA4VDy

As yields on traditional savings accounts drop, investors may find themselves pressed to find smart options for their short-term cash. Senior Wealth Advisor Bob Peterson shares insights on navigating this shifting landscape and how Crescent Grove Advisors is helping clients preserve returns while managing liquidity needs. Interested in where to place your cash for maximum yield potential? Check out Steve Garmhausen's latest Big Q in Barron's Advisor for more details: https://lnkd.in/g3kseQUb

“In this type of environment, private real estate lenders can extract lower leverage and higher yields while maintaining a high degree of selectivity." Co-CIO Andrew Krei, CFA was featured in Citywire Pro Buyer's latest Due Diligence Report on our outlook on the private credit landscape. Read more here: https://lnkd.in/gNrzPsRT

Coming into money can dramatically change your life and it's important to take a thoughtful approach. How can you make the money best work for you and your goals? Senior Wealth Advisor Bob Peterson shared some considerations for handling newfound wealth with GOBankingRates. Check it out here: https://lnkd.in/gsMqJh4R

Cyclical sectors like healthcare, financial and industrials present potentially attractive growth opportunities as the market experiences broadening earnings growth. Following last week’s half-point interest rate cut by the Federal Reserve, Co-CIO Andrew Krei, CFA discussed the his market outlook with Paul La Monica. Read more in Barron's Advisor:?https://lnkd.in/gnvWs9st

Co-CIO Andrew Krei, CFA joined Nicole Petallides on the Schwab Network to discuss the labor market's resilience and what it could mean for monetary policy and market opportunities. Watch the full conversation for key insights into the factors influencing today’s economy here: https://lnkd.in/gkm54XHm

With signals of a relatively healthy economy, our co-CIO Andrew Krei, CFA believes that the labor market data shows the economy "softening off of an ultra-hot level" rather than indicating the beginnings of a recession. Joining Yahoo Finance this morning, he shares why we expect a broadening of earnings growth outside of the Magnificent Seven tech names going into 2025 and how to consider positioning your portfolio given this shift. Watch the interview here:?https://lnkd.in/gdeDumX7

Our co-chief investment officer Andrew Krei, CFA joined?Chuck Jaffe?to discuss his outlook on markets and why investors might explore opportunities in equities now over fixed income. Listen to the full interview on Money Life here:?https://lnkd.in/eMSTn22N