Category

Insights
Ahmad Quqa, CEO of Crescent Private Wealth
01
Sep

From Financial Noise to Clarity

For many high-achieving professionals, this is the decade where priorities evolve ...
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Omar Bassal, Chief Investment Officer at Crescent Private Wealth
29
Aug

Aug ’25 Outlook: Fed Under Pressure, Market Highs & Currency Shifts

Hear our CIO, Omar Bassal, give a comprehensive analysis of the key trends shaping today's investment landscape.
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Azaz Mehmood - Wealth Advisor
15
Aug

A 19-point gap that explains everything

How we think about debt changes dramatically based on whether we’re carrying it ourselves.
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Ahmad Quqa, CEO of Crescent Private Wealth
01
Aug

Your 50s Change Everything, Financially and Personally

For many high-achieving professionals, this is the decade where priorities evolve ...
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Omar Bassal, Chief Investment Officer at Crescent Private Wealth
22
Jul

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

Hear our CIO, Omar Bassal, give a comprehensive analysis of the key trends shaping today's investment landscape.
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Ahmad Quqa, CEO of Crescent Private Wealth
15
Jul

Is Your Financial Plan Game-Ready?

Let’s walk through the core elements of a sound financial game plan and the questions we use to guide our clients.
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Ahmad Quqa, CEO of Crescent Private Wealth
01
Jul

How You Do Anything Is How You Do Everything

Healthy habits don’t happen by accident. They’re the result of intention, structure, and consistency.
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Azaz Mehmood - Wealth Advisor
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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Ahmad Quqa, CEO of Crescent Private Wealth
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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Ahmad Quqa - Crescent Private Wealth
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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Financial Disclosures

Check the background of your financial professional on FINRA’s BrokerCheck.

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.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.