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As Featured In…

At Crest Wealth Advisors, I am frequently sought after by leading publications for my insights and advice. I am proud to share my knowledge and expertise on various topics, from financial planning and investment strategies to tax optimization and retirement planning. Below are some of the recent articles where I have been quoted, showcasing my commitment to helping individuals and families achieve their financial goals.

If you would like to arrange an interview, please contact us at Jason@crestwealthadvisors.com.

 

Financial Advisors: 11 Money Moves to Make Before the End of the Year

Yahoo Finance

Tips on key financial actions to consider before year-end.


Boomers: How Much Risk Should You Be Taking in Retirement?

Yahoo Finance

Guidance on managing investment risk during retirement.


What to Invest in During a Recession, According to Experts

CNN

Expert recommendations on investment strategies during economic downturns.


7 Ways to Know You’ve Found the Right Financial Advisor for You

GoBankingRates

Key tips to ensure you’re partnering with the right financial advisor.


Bitcoin’s Volatility Makes It a Risky Investment, Experts Say

CNBC

Insights on the risks associated with investing in Bitcoin due to its volatility.


Tax Refund: Stop Doing These Things in 2024

GoBankingRates

Advice on optimizing your tax refund process for better financial health.


These 13 Mistakes Will Deplete Your Wealth

Nasdaq

Common financial mistakes to avoid to preserve your wealth.


I’m a Financial Expert: 5 Reasons to Combine Your 401(k) Accounts

MSN

Benefits of consolidating your 401(k) accounts.


401(k) vs. Life Insurance: Which is Better for Retirement?

MoneyGeek

Comparing retirement savings options.


2022 Financial Resolutions Survey

MoneyGeek

Survey results on popular financial resolutions.


What is a Good Interest Rate on a Savings Account?

CNN

Understanding what constitutes a good interest rate for savings accounts.


Saved Too Much for Retirement? What to Do with Your Money Now

GoBankingRates

Strategies for handling excess retirement savings.


Should You Buy I Bonds, Treasuries, Certificates of Deposit, or Munis?

Bloomberg

Analyzing different investment options for conservative investors.


Saving for Retirement: Tips and Strategies

MoneyGeek

Effective methods for saving towards retirement.


How Parents & Grandparents Can Help Fund a Child IRA

Forbes

Ways families can contribute to a child’s IRA.


Active vs. Passive: Market Pros Weigh in on the Best Strategy

Investment News

Comparing active and passive investment strategies.