Perspectives

Jumping on the latest trend may seem like a great idea in the moment, but will it set you up for the future you desire? Partner and Chief Investment Officer John Ingram shared his thoughts on [...]

Economic Data: Getting Cooler Despite the recent heat wave roiling the U.S., this month also brought data supporting the Fed’s soft landing narrative. May’s CPI was cooler than expected, [...]

By being thoughtful and strategic with your philanthropy, individuals can achieve their charitable goals while also being tax efficient and fostering future financial growth. Here, we explore [...]

Big Tech: Big Earnings The S&P 500 constituents closed out the first quarter with strong earnings. The Q1 blended growth rate for S&P 500 companies reached 5.9%, the highest since Q1 2022 [...]

Want to invest smartly but can’t decide between ETFs and index funds? While both offer a diversified, low-cost way to grow your wealth over time, they also have unique advantages and [...]

What exactly is a Trust Protector? You may be familiar with phrases like “objective third party,” “check and balance for the trust administration process,” or the [...]

To the disappointment of many, the Fed has shown it’s not yet ready to cut interest rates. However, this could be beneficial for fixed-income investors if they act fast. Director and Portfolio [...]

We’re excited to share that Crestwood Advisors has been included in @Worth Media Group’s 2024 list of top RIAs. Click here to see the full list.   The 2024 edition of the Leading [...]

Recently, Managing Director of Equities at Crestwood Advisors Sarah Kanwal shared insights with The Wall Street Journal: “They’re not pulling back on their investments.”  Read the [...]

The secret to firm success? Continued growth and strong relationships. “When we think about growth, that’s the opportunity to continue to invest in our business to bring the best solutions for [...]