Perspectives

Equity markets finished September higher, after a rough start with the S&P 500 down over 4% during the first week, the biggest weekly pullback of the year. Investors initially fretted over [...]

Boston-based advisory firm celebrates notable rise in prestigious national ranking Boston, Mass. (October 8, 2024) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth [...]

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 [...]