Perspectives

Why is it good to be bullish, believing prices will rise, when the majority are bearish, believing prices will fall?   “There are two important indicators this week: the job openings survey [...]

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 [...]

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 [...]

CIO and Partner John Ingram advises clients to be comfortable with their asset allocations and not attempt to change them if a recession were to begin. Using a de-risking approach to protect [...]

Please click the link below to read the recent interview with John Ingram. “Portfolio Diversification Isn’t Dead, It Was Just Sleeping” ETF Trends article

Please click the link below to read the new article in which Michael Eckton was quoted on the broader US equity markets. “S&P 500 hits new record high – but a reckoning could be on the [...]

FOR IMMEDIATE RELEASE Crestwood Advisors Group, LLC is pleased to announce that Greg F. McSweeney, CFA has been hired to the position of Portfolio Manager, Director in our Boston office. “We are [...]