New Alternative Investment Strategies for High Net-Worth Clients

September 25 2023
Alternative investments provide opportunities for diversification and financial stability—and, as such, they can be important components of an overall wealth management strategy. Alternative investments generally appreciate in line with inflation, and, as a result, they can be valuable tools for reducing high-net-worth investors’...

The Power of Trust: Why Fiduciary Wealth Managers Are the Right Choice

May 22 2023
In the complex world of wealth management, one concept stands out as the cornerstone of a successful client-advisor relationship: fiduciary duty. A fiduciary wealth manager is an investment professional who is legally bound to act in the best interests of their clients. Croak Asset Management CEO and Senior Wealth Advisor, […]...

Key Investment Changes, May, 2023

May 5 2023
Better-Than-Expected Q1 Earnings We are excited to share some key updates as our team continues to fine-tune our investment portfolios. The stock market has been showing promising signs and we made three strategic adjustments to capitalize on these opportunities. In response to better-than-expected first-quarter earnings, we have...

Q1, 2023, Quarterly Market Commentary

April 14 2023
A Shift Towards Growth Our focus has been on value stocks over the past year, which included investments in companies that were deemed undervalued by the market. These funds performed well over the course of the year and provided a more stable alternative to most equity sectors. However, a recent shift gives us a higher […]...