Insights

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, […]...

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 […]...

What’s Going on With the Banks and What Do We Do Next? The collapse of SVB Bank has sent shockwaves through the financial world, and the situation hasn’t gotten any easier as other banks quickly followed suit. The collapse of these banks can be mainly attributed to mismanagement, excessive risk-taking, […]...

Finally! A small rally at the end of November provides a sign of life that investors have been searching for. While we aren’t out of the woods yet, the Federal Reserve has shown signs that rates hikes are over and we can look forward to normalized interest rates as we […]...

Stock Market News Economic Outlook It was a stream of bad news in Q3. The Fed continued to raise interest rates, but we didn’t see inflation halt to a stop as mortgages reached their highest point since 2008. Higher rates mean tighter budgets for businesses and we’re seeing prices continue […]...