Investments

Indexes can be a powerful investment tool, but they’re not all created equal. Investment Research Analyst Joe Alger, CFA, recently discussed the importance of selecting the right index for [...]

Direct indexing is reshaping how investors approach portfolio customization and tax efficiency. Director and Portfolio Manager Jason D. Hendricks, CFP®, ChFC®, CSRIC®, recently shared his [...]

Since 1980, US trade policy has been largely pro-trade which has allowed unfettered access to US markets for goods and capital. During this time, countries like China aggressively increased [...]

Dividend ETFs offer enticing yields, but not all dividends are created equal. Investment Research Analyst Joe Alger, CFA, recently spoke with Financial Advisor Magazine about balancing yield with [...]

In a recent conversation with U.S. News & World Report, Investment Research Analyst Joe Alger, CFA, shared key insights on how different replication strategies impact the performance of [...]

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 [...]

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 [...]

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 [...]

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 [...]

Crestwood’s Chief Investment Officer, John Ingram, provided insights in a recent U.S. News & World Report piece, discussing the latest federal data and its implications for the market. [...]