Over the years, Americans have migrated from the North and East to the South and West as they put away their business attire, both blue and white collar, and kicked …
Interview: Jack Ablin on The Money Life Show with Chuck Jaffe
Recently featured on “Money Life with Chuck Jaffe”, Jack Ablin says investors should expect big economic growth numbers in the second and third quarters — fueled by the release of pent-up …
Advice from the Frontline of Selling Your RIA with David Karp
There are more than 12,000 RIAs in the United States[1]. At many of those RIAs, the CEO founders are approaching the inevitable exit from their businesses. With M&A activity in …
Where We’ve Been and Where We’re Going
The US economy feels like an ash-emitting volcano ready to erupt. A favorable combination of pandemic fatigue, COVID-19 vaccinations (currently covering more than 30 per cent of the US population), …
Reframing How We Give Back: Six Lessons from Robin Hood Foundation CEO Wes Moore
Wes Moore believes that money alone is not enough to eradicate poverty. Rather, he believes that restoring our cities and lifting families out of poverty requires a multifaceted approach that …
Should you join a SPAC board? 5 Questions to Answer Before Making the Commitment
By Scott Kapp, Partner at DLA Piper; and Bill Rudnick, Senior Partner and General Counsel for Cresset You have deep subject matter expertise in your industry and years of executive …
Why Own Bonds?
Thanks to a rush of vaccines, COVID-19 infection rates are plunging. Confirmed cases in the US are running at an average daily rate of about 53,000, half the rate of …
Forbes Ranks W. Janet Dougherty on America’s Top Women Wealth Advisors List for 2021
W. Janet Dougherty, CFA, Partner and Managing Director at Cresset Asset Management, LLC, has been named to Forbes 2021 list of America’s Top Women Wealth Advisors, ranking #113. In 2020, …
Using Goals-Based Investing to Organize Your Investments
Goals-based investing, a strategy that aligns investors’ holdings with their goals, is a sophisticated way to reimagine asset allocation. Investors who employ goals-based investing help insulate their lifestyles from the …
Big Government is Back
The Biden administration has passed a massive $1.9 trillion stimulus program designed to get checks into the hands of low-income Americans. This program represents the liberal policy shift in politics …
Barron’s Ranks David Karp on America’s Top 1,200 Financial Advisors List for 2021
David Karp, Founding Partner and Senior Managing Director at Cresset Asset Management, LLC has been named to Barron’s 2021 list of America’s Top 1,200 Financial Advisors, ranking #8 for the …
CEO Founders: A 10-Point Checklist for Selling Your Business
When is the right time to begin planning to sell your business? It’s sooner than you think. Too many CEO Founders begin planning too late, or not at all. Consider …
Inflation Is Coming, but How High and for How Long?
The volatile blend of pent-up demand, a stockpile of household cash and government stimulus checks is expected to erupt into a price spike later this year as the US economy …
When Good News Is Bad News
Investors often have unique, sometimes even peculiar, ways of interpreting news. These days, it seems, good economic news is being translated into bad market news thanks to rising interest rates. …
What to Do if an Unexpected M&A Offer Comes Your Way
With M&A activity robust in many industries, business owners are increasingly dealing with unexpected offers. In this article in Corporate Counsel, Bill Rudnick and Scott Kapp discuss what to do …
Ex-Goldman Sachs Advisor on Why He Joined Cresset
Hanley Sayers represents a trend among advisors who are increasingly making the shift from big banks and wirehouses to independent RIAs. He recently joined Cresset Asset Management as a Partner, …
Rebooting Our Cities: A Conversation on Resiliency and Generosity with Wes Moore
More than 34 million people in the United States live below the federal poverty level. Wes Moore is on a mission to change that, and he wants you to join …
What Trend Acceleration Could Mean for Gold
The COVID-19 pandemic not only turned our world upside down, but it helped to accelerate trends that were already in motion long before we knew what COVID meant. Remote working …
Cresset Named Best High-Net-Worth Investment Platform at the Private Asset Management (PAM) Awards
CHICAGO – March 2, 2021 — Cresset Asset Management (“Cresset”) received the Best High-Net-Worth Investment Platform award at the Private Asset Management Awards on February 10. This award recognizes excellence …
5 Financial Planning Strategies Every PE Partner with Carried Interest Should Consider
By Alex Smith, Partner and Managing Director; and Sarah Simon, Wealth Strategist and Wealth Advisor with Cresset Carried interest represents a powerful financial planning tool for private equity partners. With the Biden administration now …
