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Perspectives

Home » Archives for January 2020
 Coronavirus update
By Crestwood Advisors
In Perspectives
Posted January 28, 2020

Coronavirus update

As global financial markets react to news that the novel Coronavirus (2019-nCoV) continues to spread, we want to share an overview of these latest developments. About: First confirmed in Wuhan, [...]

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 The SECURE Act and why it is important
By Crestwood Advisors
In Perspectives
Posted January 7, 2020

The SECURE Act and why it is important

Congress passed a spending bill and the “Setting Every Community Up for Retirement Enhancement” Act (SECURE Act), just ahead of the New Year. While this legislation intends to help strengthen [...]

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Recent Posts
  • Crestwood Advisors Named to WealthManagement.com’s RIA Edge 100 List
  • What the SECURE 2.0 Act means for investors
  • Crestwood Wealth Planner Talks 529 College Savings Plans with Financial Planning 
  • Trusts Can Be an Effective Wealth Transfer Tool
  • Debt Ceiling Limit – A Game of Chicken
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