Crescent Blog

Crescent is a financial technology company, not a bank or a financial advisor. The information provided on our website is for illustrative purposes only and does not constitute investment, legal or tax advice, or an offer to buy, sell or hold any security. Any forecasts or projections of investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future investment results.

Crescent has partnered with Helium Advisors LLC (“Helium”), an SEC-registered investment adviser, to bring you investing features. All investment advisory services are provided by Helium. We receive compensation as a percentage of assets managed by Helium for promoting Helium’s investment advisory services. Our partnership with Helium gives us an incentive to refer you to Helium instead of another investment adviser that is not a partner of ours. This conflict of interest affects our ability to provide you with unbiased, objective information about the services of Helium. This could mean that the services of another investment adviser with whom we are not partnered may be more appropriate for you than those of Helium. Investing involves risk, including the possible loss of principal, and there is no assurance that the investment will provide positive performance over any period of time. Helium accounts are not bank guaranteed or FDIC insured. Projected and/or hypothetical performance is intended to show only an expected range of possible investment outcomes based on historical average returns and standard deviation of each investment type contained in the investment mix recommended by Helium, but does not take into consideration the effect of taxes, changing risk profiles, or future investment decisions. [rate-t-bills] is sourced from treasury.gov [current-month] 2023 52 week coupon equivalent rate yield.