Crescent Grove Advisors: Sifting The Data Looking For Trends

WealthManagement.com | February 23rd, 2024

Nick Kochanski, CFO and senior client advisor at $4.5 billion AUM Crescent Grove Advisors, uses advances in technology to look at client and firm data in news ways to drive growth. "We have a huge...

Advisors Recommend Buying Bonds Now, Before Rate Cuts

Financial Advisor Magazine | February 20th, 2024

In early February, Federal Reserve chair Jerome Powell confirmed that interest rates would be cut once inflation cooled sufficiently. Advisors reacted promptly. But with both the Consumer Price Index and Producer Price Index surprising markets...

What Is a P/E Ratio?

Buy Side from WSJ | January 31st, 2024

P/Es are a comparative tool. They can help determine whether a stock is cheap or expensive compared with its historical averages or to similar stocks. They’re often used to tell whether the market is “expensive”...

The proceeding content is informational only and based on information available when created and should not be construed as personalized advice. It does not consider your financial circumstances and objectives and may not be suitable for you. As such, the information contained herein is not intended to be personal legal, investment, tax advice, or a solicitation to or recommendation to engage in any investment or strategy mentioned. The information provided and any opinions expressed are based on information and sources of information deemed to be reliable, but Crescent Grove Advisors does not warrant the accuracy or completeness of the information. Please consult your Advisor regarding your personal situation.

Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful.

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Crescent Grove Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training.

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