Investments

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. [...]

2023 Consensus Forecasts – A Big Miss: At the beginning of last year, 85% of economists forecasted a recession for the U.S. as many indicators, including an inverted yield curve, were flashing [...]

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, [...]

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 [...]

What should investors do if interest rates go up or down? Partner and Chief Investment Officer John Ingram, CFA recently shared his insights with CBS News. Read the full story here.