Perspectives

Following our January conversation about starting the year with strong financial health, we invite you to keep the momentum going with Crestwood Advisors. As your life and goals evolve, so should [...]

Crestwood Advisors is pleased to announce it has been recognized by WealthManagement.com in its prestigious RIA Edge 100 list. This list showcases RIA firms reinvesting in their businesses, [...]

As we approach Election Day, investors are increasingly nervous about the outcome of the November Presidential election.  Political anxiety is high and rising as the country seems more divided [...]

Intra-family loans have long been used as an effective planning tool to help families achieve specific goals. These goals can be more pointed, such as helping a family member buy a home or [...]

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. [...]

January reports on the labor markets and GDP continue to support our thesis that a “soft landing” is the most probable scenario. However, investors are impatient for the Fed to begin rate cuts [...]

Ryan G Kenny, CFA, CFP®, Director & Portfolio Manager at Crestwood Advisors, recently discussed the challenges of crypto investments with Financial Planning. While acknowledging client [...]

As we step into the new year, the ‘January blues’ can be a real challenge for many of us. William (Billy) Spencer, CFP®, CFT-I™, FBS®, featured in InvestmentNews, offers practical [...]

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 [...]