Investments

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.

At Crestwood Advisors, our mission is to provide exceptional investment strategies to high-net-worth individuals and families wherever they are in life, which is why we are excited that our [...]

In the midst of market turmoil, many investors are turning to precious metals like gold – but is it a safe investment?    Recently, Partner and Chief Investment Officer John Ingram shared his [...]

Crestwood Advisors is pleased to announce that we have again made this year’s Financial Advisor Magazine’s 2023 RIA Survey & Ranking list! Congratulations to our entire team for their efforts [...]

Good news! Inflation is beginning to show signs of slowing down. However, that does not mean you should give up your financial savings habits. Peter T. Malone, CFA, CFP, Director and Portfolio [...]

Regional bank stocks have tumbled due to the recent instability of the banking sector. So, here’s the big question: are they a good buy? Crestwood CIO John Ingram spoke with Money about [...]

At the beginning of each year, individuals set personal, professional, or financial goals for themselves. How often do you revisit these goals, and what have you accomplished thus far? As we [...]