Perspectives

Start the new year by leveraging the latest 401(k) plan changes to enhance your retirement planning! A notable change for 2024 is the increased contribution limit, offering a greater opportunity [...]

In a recent article on InsuranceNewsNet, Wealth Planner Luke Neumann, CFP®, shares his perspective on how navigating retirement planning amidst today’s uncertainties can be overwhelming, [...]

With the Department of Justice indicting promoters of alleged tax-shelter schemes involving trusts, how can trusts be optimized for financial success while enduring IRS scrutiny on high-net-worth [...]

2023, the Chinese Year of the Rabbit, has been generally positive for financial markets, but not without a fair number of challenges. With the holidays just around the corner, the final days of [...]

FOR IMMEDIATE RELEASE Temporary new office offers additional space as more team growth is expected Boston, Mass. (October 30, 2023) – Crestwood Advisors (“Crestwood”), a boutique investment [...]

Crestwood’s latest achievement – securing the 76th position on the prestigious 2023 Forbes | SHOOK Research Top RIA list of the nation’s top 250 firms, is generating buzz across 250+ [...]

Partner and Chief Investment Officer John Ingram, CFA, offered his take on the banking sector’s current status after key earnings reports in a recent Wall Street Journal article.  Read the [...]

In early October, Gov. Maura T. Healey signed into law, “An Act to Improve the Commonwealth’s Competitiveness, Affordability and Equity.” This $1 billion tax package is the first major tax cut in [...]

FOR IMMEDIATE RELEASE Boston-based advisory firm continues year of growth with prestigious national accolade Boston, Mass. (October 16, 2023) – Crestwood Advisors (“Crestwood”), a boutique [...]

Non-citizens, including resident Green Card holders who are married to U.S. citizens, are treated differently for estate and gift tax purposes than U.S. persons. Without proper planning, [...]