Perspectives

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, [...]

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 [...]