Perspectives

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 [...]

Boston, Mass. (November 25, 2024) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston with offices in Connecticut and Rhode Island, is [...]

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 [...]

This election cycle, presidential candidates have characterized tariffs as both a miracle cure for all economic injustices as well as a potential tool for mass disruption. President Trump has [...]

The importance of Financial Education in Wealth Transfer Creating generational wealth involves more than just passing on financial assets. It’s about preparing the next generation to nurture [...]

Are you a new homeowner? Owning a home is not just a milestone—it’s a powerful way to build wealth! But with great ownership comes greater financial responsibility. Recently, Director and [...]

Crestwood Advisors is proud to be a founding member of the Net Positive Consortium, a groundbreaking initiative that unites over a dozen of the wealth management industry’s leading firms to [...]

Thinking about moving leftover 529 funds to a Roth IRA?   Director and Wealth Planner Tiffany Bell, CFP®, recently discussed this with Financial Advisor Magazine. Read the full article by [...]

Equity markets finished September higher, after a rough start with the S&P 500 down over 4% during the first week, the biggest weekly pullback of the year. Investors initially fretted over [...]