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 …
Inside The Labor Market
Hope you had a great Labor Day weekend. Celebrating Labor Day prompted us to reflect on today’s labor market. Employers added 1.4 million jobs in August, according to last Friday’s …
The Changing Face of Higher Education
Colleges and universities, like most economic sectors, have been turned upside down by COVID-19. Most schools sent students home early in the spring semester and have been struggling with how …
Privacy in a Pandemic – 5 Steps to Keep Your Family Protected
Input your text here! The text element is intended for longform copy that could potentially include multiple paragraphs. About Cresset Cresset specializes in Intelligent Wealth Management™ for CEO Founders, entrepreneurs, …
Today’s Economy and Markets Brought to You by the Letter ‘K’
The S&P 500 has continued its surge after closing on August 18 at a record high, erasing the losses sustained from the coronavirus-induced selloff last March and returning to pre-pandemic …
Use it or (maybe) lose it: Why you should consider utilizing the gift tax exemption now
Changes are likely brewing when it comes to estate and gift tax exemption amounts, which could mean a significant reduction in how much wealthy families can transfer to rising generations …
How to Raise Independent and Resilient Children in the Age of Over-Parenting
With the onset of COVID-19, many families are spending more time together than ever before. Work, school, and play for many of us have merged to become one. However, with …
Is inflation a real threat?
Inflation data released last week reawakened fears that the Federal Reserve’s massive monetary printing exercise could spark inflation. M2 money supply – a key inflation indicator that measures the total …
