Perspectives

Homeowners across the country face a growing challenge of skyrocketing home insurance costs as natural disasters become more frequent. Whether it’s hurricane season in the southeast or summer [...]

We are proud to announce Crestwood Advisors has earned a place on the Boston Business Journal’s 2024 list of the “Largest Independent Investment Advisers in Massachusetts,” ranking #16. “This [...]

Fast-growing New England advisory moves up to No. 81 in prestigious national ranking, highlighting continued excellence in financial advisory services Boston, Mass. (September 18, 2024) – [...]

August began with a pullback in the stock market, with the S&P 500 falling over 6% in the first three trading days and the “Magnificent Seven” stocks dropping nearly 10% in the [...]

As client relationships form the backbone of any successful advisory firm, ensuring a smooth onboarding experience is crucial. Director and Wealth Manager Billy Spencer, CFP®, CFT-I™, FBS®, [...]

“Planning opportunities will most certainly be missed if people are unaware of Qualified Small Business Stock (QSBS),” says Managing Director and Wealth Strategist Katherine M. Sheehan, J.D., [...]

Summer is coming to an end, which means it’s time for students to head back to school. At Crestwood, we aim to help our clients plan for their children’s future – including how to finance their [...]

U.S. stocks started July on a high note bolstered by healthy second quarter earnings. While both equity and fixed income markets rose, sentiment had begun to shift with investors rotating out of [...]

Feeling the weight of a family legacy? With great wealth comes great responsibility — and unique challenges. In a recent conversation with Crain Currency, Katherine M. Sheehan, Managing Director [...]

The Tax Cuts and Jobs Act (TCJA) of 2017 significantly changed the U.S. tax code, impacting individuals and businesses. As we approach the potential sunset of many provisions at the end of 2025, [...]