Wealth Planning

We are pleased to celebrate the 20th anniversary of Crestwood Advisors! Over the last two decades, Crestwood Advisors has grown from a small team crammed into a single office above Quincy Market [...]

In March 2004, the U.S. Senate designated April as Financial Literacy Month to raise awareness of the importance of financial education and the consequences of a lack of knowledge about personal [...]

From fewer years in the workforce due to motherhood, to longer life expectancy, women often face numerous financial challenges that affect their ability to maximize their financial goals. [...]

Billy Spencer, a wealth planner at Crestwood Advisors, discusses how 529 college savings plans can lose money to taxes and fees depending on the state they are sponsored in. Click here to read [...]

Trusts can be an effective strategy for wealth transfers when interest rates rise to help fight inflation. The effect on the performance of trusts for estate planning vehicles is often linked to [...]

Move over baby boomers because in 2019 millennials surpassed you by becoming the largest generation in the United States. With this generation’s increase of financial inheritance compared to the [...]

Crestwood Partner and Wealth Manager Alyson Nickse spoke with NextAdvisor/TIME last week on the impact of rate hikes by the Federal Reserve and what may be ahead for the markets this week with [...]

FA-IQ reached out to advisors to ask: What’s a piece of advice you have for young advisors entering the industry? “Join a firm that genuinely cares about its clients! You’ll learn more, become a [...]

Rising interest rates and recession fears continue to weigh on investors as the Consumer Price Index (CPI) report for August was stubbornly high at 8.3%.  With rising interest rates impacting [...]

As the Inflation Reduction Act seeks to support clean energy, many investors are questioning whether or not to invest in renewable energy companies. “The broad [sustainable-energy and [...]