Seeds of success: Pots of Profit

Citywire Due Diligence | April 9th, 2024

For clients of Crescent Grove Advisors in the top tax bracket, municipal bonds typically account for 40-60% of fixed income exposure. A balanced 60/40 equity/bond portfolio would therefore have an allocation to munis of 16-24%....

Potential Areas of Opportunity in Fixed Income

Schwab Network Trading 360 | April 3rd, 2024

Stocks fall for the second straight session. Andrew Krei discusses this, as well as what we learned from last week’s inflation data. He talks about potential areas of opportunity in fixed income. He also goes...

Will Tech VC Funds Become the New Frontier for Private Wealth?

WealthManagement.com | March 28th, 2024

Stories like Duolingo’s are behind individual investors’ rising interest in placing their money with venture capital funds that back new technology companies, according to Andrew Krei, co-CIO with Crescent Grove Advisors, an RIA with $4...

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