Insights

Perspectives

Loss Aversion: The Case for Preservation

Loss Aversion: The Case for Preservation

When investors succumb to loss aversion, they interrupt the compounding process.

December 03, 2025 3 min read
Introduction to Behavioral Investing

Introduction to Behavioral Investing

Crawford's investment philosophy is intentionally designed to work with, rather than against, human nature.

November 11, 2025 3 min read
Avoiding the Decumulation Phase

Avoiding the Decumulation Phase

By anchoring portfolios in businesses that generate consistent and rising income and investing in them at attractive valuations, we help clients avoid prematurely shifting into “spend-down” mode.

November 07, 2025 5 min read
September Bond Policy Update

September Bond Policy Update

Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.

September 29, 2025 7 min read
The Discipline Dividend

The Discipline Dividend

So much of what we do from an investment standpoint occurs around the concepts of discipline and dividends.

September 15, 2025 3 min read
When Will the Fed Move?

When Will the Fed Move?

There is great anticipation among investors as to when they will resume downward moves.

August 22, 2025 4 min read
Social Security in the Weeds

Social Security in the Weeds

Understanding how the Social Security system works at the margins can help you make better decisions.

July 25, 2025 3 min read
What to Know About Social Security

What to Know About Social Security

We believe the most effective claiming strategy is one carefully coordinated alongside a high-quality, income-focused investment program.

July 07, 2025 3 min read
June Bond Policy Update

June Bond Policy Update

Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.

July 02, 2025 5 min read
Charitable Trusts: Doing Well While Doing Good

Charitable Trusts: Doing Well While Doing Good

We believe our investment philosophy, focused on consistent income, long-term growth, and preserving capital, is well suited for the management of CRTs.

June 16, 2025 5 min read
The U.S. Remains a City on a Hill

The U.S. Remains a City on a Hill

U.S. exceptionalism, whether thought of in its broader original context, or the more restrictive financial and economic context, is essential to the future well being of our country.

May 29, 2025 5 min read
The Power of Investment-Led Wealth Planning

The Power of Investment-Led Wealth Planning

As an objectives-based manager, we have found that when investments are aligned with your goals, many core planning needs are naturally supported.

May 16, 2025 3 min read
 

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