Life Settlement Option to Charities

Published on April 2, 2025

When donors and families are involved, it’s about a lot more than the numbers.

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Moody’s, S&P Maintain LPL Ratings

April 2, 2025
However, Moody’s raised concerns about the “cultural challenges” LPL faces in integrating Commonwealth advisors.

Crestmont P/E and Market Valuation: March 2025

April 2, 2025
Based on the March S&P 500 average of daily closes, the Crestmont P/E of 38.2 is 152% above its arithmetic mean, 175% above its geometric mean, and is in the 99th percentile of this 14-plus-decade series.