Perspectives

Starting a new year is a great time to make sure your financial health is strong and secure. Tax season is just around the corner, but before it gets here, now is the time to review your [...]

Driven by expectations of a soft economic landing and potential Federal Reserve interest rate cuts, U.S. stocks rose 4.5% in December, extending the momentum that began in November.   The S&P [...]

Changes to the IRS energy efficient home improvement credit could keep money in your pocket while you upgrade your living space. Crestwood Director and Wealth Planner Luke Neumann, CFP®, spoke [...]

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 [...]

FOR IMMEDIATE RELEASE Boston-based advisory firm strengthens leadership team for continued growth and client value Boston, Mass. (January 8, 2023) – Crestwood Advisors (“Crestwood”), a boutique [...]

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 [...]