Category

Insights
22
Jul

Q3 2025 Market Outlook: Dollar Weakness, Rising Rates & Gold’s Opportunity

It’s never been more important to have a clear, strategic approach to wealth management.
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15
Jul

Is Your Financial Plan Game-Ready?

It’s never been more important to have a clear, strategic approach to wealth management.
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01
Jul

How You Do Anything Is How You Do Everything

It’s never been more important to have a clear, strategic approach to wealth management.
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15
Jun

Artificial Intelligence, Real Efficiency

The top rate remains 37%, but remember that 2017’s Tax Cuts and Jobs Act expires at the end of 2025. Overall, more than 60 provisions have changed at the federal level.
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01
Jun

Understanding Your Stock Options: The Crescent Guide for High-Achieving Professionals

It’s never been more important to have a clear, strategic approach to wealth management.
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01
May

Navigating Uncertainty with Confidence

It’s never been more important to have a clear, strategic approach to wealth management.
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17
Apr

Who’s Right on Inflation? Fed, Shoppers, or Investors

Should you believe the monthly updates from the Bureau of Labor Statistics, what the Fed says about future prices, or your own experience at the grocery store?
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15
Apr

America’s Comforting Cash

In times like these, we'd normally see people trying to "buy the dip," but investors and corporations are holding cash instead.
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11
Apr

A Few Thoughts on Recent Tariff News and Market Reactions

This week, the White House announced changes to its tariff approach, causing notable market reactions.
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10
Apr

Market Update: Strategic Shifts in an Evolving Landscape

The top rate remains 37%, but remember that 2017’s Tax Cuts and Jobs Act expires at the end of 2025. Overall, more than 60 provisions have changed at the federal level.
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All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

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