Many private equity partners realize it’s no longer a question of if, but rather a question of when taxes will go up. The answer could be sooner rather than later. …
Will Value Stocks Take the Handoff?
News of a successful COVID-19 vaccine set off a rally in global equities as investors anticipate an end of the pandemic. Value stocks, those pandemic losers with cheap valuations and …
Playing Offense and Defense: Financial Planning Strategies for Private Equity Partners
As a private equity partner, you no doubt have a tremendous amount on your plate. You spend countless hours taking care of your team, your limited partners, your portfolio companies. …
’46’ in ’21
Now that President-elect Biden has presumptively captured the White House, Americans in general and investors in particular are anticipating what 2021 might bring. Former Vice President Biden will be 78 …
Top 5 Takeaways From Cresset’s Event With David Rubenstein
Cresset hosted David M. Rubenstein – Co-founder of The Carlyle Group, philanthropist, TV host, and author of the new book How to Lead – as our guest on October 28, …
The Biggest Financial Risk
Say what you will about the policy implications of the election, the most vital financial risk facing the markets is higher interest rates. Since the early 1980s, monetary policy has …
Selling a Business Amidst a Global Pandemic? Now What?
You’ve spent years building your business. After decades of hard work and sacrifice, you are finally ready to enjoy the fruits of your labor and take some “chips off the …
Markets Under a Biden Administration
With the 2020 election just days away, investors are scrambling to determine what its ultimate outcome could mean for their investment portfolios. Vice President Biden, the candidate with the current …
Managing Wealth: Striking the Balance Between Complexity of Structure and Complexity of Life
By Bill Rudnick, Senior Partner, General Counsel & Co-Head of Family Office Services; Sarah Simon, Director, Wealth Strategist and Wealth Advisor; and Josh Kanter, Wealth Strategist with Cresset The accumulation …
The Promise and Problems of Reshoring
The global pandemic laid bare the vulnerabilities created by producing goods offshore. Shortages of personal protective equipment and other essential medical supplies during the early stages of the pandemic were …
Cresset Featured in Family Wealth Report for Focus on Direct Investments
Among multi-family offices there is a tendency to shy away from direct investment opportunities. Not at Cresset. In the following Family Wealth Report article, Cresset Founder and Co-Chairman Eric Becker …
Sizing Up a Biden Economy
The S&P 500 posted a 3.8 per cent gain last week, its best weekly showing since July. Small-cap stocks, which are more sensitive to projected economic activity, surged 6.4 per …
COVID-19’s Employment Impact Under the Microscope
The COVID-19 pandemic inflicted unprecedented stress on the American economy and its labor market. More than 14 per cent of employed Americans, or 20 million people, lost their jobs in …
Bridgeford Trust Company Podcast: Reinventing Wealth Management with Cresset Capital Management
David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with Cresset Capital Management, Avy Stein – Founder and Co-Chairman …
All Dividend-Paying Companies Aren’t Created Equal
Dividend payments to shareholders have become an increasingly important source of investment income in recent years as bond yields have plummeted. At its peak in 1982, the 10-year Treasury yield …
How Proposed Policies Could Affect Your Wealth
The election is just around the corner but, as 2016 demonstrated, determining an outcome and the policies that will accompany it is still a long way off. That said, there …
Is it a Correction, or a Selloff?
Today’s market action reflects investors’ frustration with Congress’s inability to pass additional stimulus. The implications surrounding Supreme Court Justice Ruth Bader Ginsberg’s death have the potential to capture the Senate’s …
Does the Tech Pullback Portend a Market Crash?
Large-cap tech companies have enjoyed an astounding rally this year despite the pandemic, or perhaps because of it. The 5 FAAMG stocks – Facebook, Apple, Amazon, Microsoft and Google – …
Barron’s Ranks Cresset Among the Best RIA Firms in America
CHICAGO – Sept. 17, 2020 — Cresset Asset Management, LLC,has been ranked among America’s Best RIA Firms1 by Barron’s, debuting on the 2020 list at number 34 out of the top …
Barron’s Ranks Cresset 2020 Best RIA Firms in America
Cresset is proud to be ranked on Barron’s 2020 Best RIA Firms in America, debuting on the list at #34 out of 100¹ independent firms from across the nation. Barron’s independent firm ranking …
