Active management, which has been under pressure for decades, is now facing a potential new headwind: higher tax rates. Actively managed mutual funds have struggled to keep pace with the …
Mark Cuban: 7 Lessons Every CEO Founder Needs to Know about Building, Selling, and Buying Businesses
Cresset recently hosted legendary entrepreneur, Shark Tank host, and Dallas Mavericks owner Mark Cuban, who shared advice for CEO founders on building, selling, and buying businesses. Below are Mark’s insights …
Business Exit Strategies for Female CEO Founders: A Conversation with Kara Trott and Brenda Snow
As an entrepreneur who has built and sold multiple businesses over my 40-year career, I can tell you that from my experience women and men often approach exiting a business …
Preparing for Higher Tax Rates
Tax rates will soon be on the rise. We heard about it on the campaign trail, and so it should not come as a surprise that we are hearing about …
5 Leadership Lessons for CEO Founders from Robert Reffkin, CEO and Founder of Compass
Robert Reffkin is the founder and CEO of Compass, a real estate technology company that recently went public and is now the largest independent brokerage in America. On June 28, …
Blockchain and the Banking System
Blockchain, the distributed ledger that boasts immutable accounting, is gaining trust among its users. Hosted by a decentralized network of computers worldwide, any of the ledger’s millions of users can …
Strategy in a Race-to-the-Bottom Global Tax Environment
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. …
