What are mutual funds?

USA Today | September 26th, 2023

A mutual fund pools assets from many investors to purchase a portfolio of securities operated by a professional money manager. When you buy a mutual fund, you own “a fractional interest in each of the underlying positions, giving you diversification you could not easily obtain if you were buying individual positions,” said Bob Peterson, senior wealth advisor...

US Markets Wrap: Fed Chair Powell says more hikes are ahead. Can the Fed engineer a soft landing?

Breakfast with Lynlee Foo and Ryan Huang - MoneyFM 89.3 | September 20th, 2023

Andrew Krei, Co-chief Investment Officer at Crescent Grove Advisors weighs in on the market impact and wider implications on areas such as housing and inflation, as Fed Chair Jerome Powell suggests that the US economy is not out of the woods, and that a recession remains a possibility. Listen to the conversation here.

5 Ways To Kick Retirement Overspending

AARP | August 28th, 2023

There’s also a potential psychological fallout to frittering away your nest egg too quickly, says Robert Peterson, senior wealth advisor at Crescent Grove Advisors. “Having adequate savings provides a feeling of security,” says Peterson. “If you are constantly running up credit card debt and barely making debt payments, you are adding a huge amount of...

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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