Tag

Strategy
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.
Read More
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.
Read More
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.
Read More
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.
Read More
Ahmad Quqa - Crescent Private Wealth
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.
Read More
Muhammad Dahnoun- Wealth Advisor at Crescent Private Wealth
27
Mar

Sticking With Your Strategy

When it comes to investing, it's important to remember the potential benefits of remaining invested over time—even when markets whipsaw.
Read More
We are using cookies to give you the best experience. You can find out more about which cookies we are using or switch them off in privacy settings.
AcceptPrivacy Settings

GDPR

  • Financial Disclosures

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.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

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.