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Crestwood Advisors Recognized on Top RIA List 2022

Crestwood Advisors has been recognized by Financial Advisor Magazine as one of the top Registered Investment Advisors in the country by asset size, ranking among the top 20% of all included RIA firms in 2022.

View the full ranking here.

Please see Crestwood Advisors important disclosures regarding awards and recognition’s here.

Financial Advisor RIA Wealth Management

Crestwood Advisors CIO and Partner, John Ingram Discusses Long-Term Investing

Crestwood Advisors CIO and Partner, John Ingram Discusses Long-Term Investing

Should you buy stocks today? CIO and Partner John Ingram joined Oliver Renick on TD Ameritrade Network, where he discussed the benefits of staying invested over the long term. “Stock market valuations have returned to below average, which represents an attractive time to own stocks for long-term investors,” he said.

Watch the full interview here.

Financial planning Investment Management Wealth Management

Crestwood Advisors Among Largest Independent Advisors in Massachusetts 2022

As we continue to make strides forward, Crestwood Advisors is pleased to announce it has been ranked by the Boston Business Journal as one of the Largest Independent Investment Advisers in Massachusetts.

View the full ranking here.

Please view Crestwood Advisors’ list of important disclosures regarding awards and recognitions here.

Financial Advisor Financial planning

Equity Analyst Sarah Kanwal Discusses Amazon Stock Downturn

Equity Analyst Sarah Kanwal Discusses Amazon Stock Downturn

In a recent MarketWatch article, Sarah Kanwal, equity analyst at Crestwood Advisors, explains how Amazon’s share price decline has followed weakening fundamentals as forward free cash flow estimates have fallen significantly over the last few quarters.

Read the full article to learn more here.

Financial planning Investment Strategy Wealth Management

CIO and Partner John Ingram shares low-vol investment strategies

Crestwood Partner, John Ingram, Discusses Long-Term ETF Success with ETF.com

In a recent survey conducted by VettaFi, John Ingram, CIO and partner, discusses his preference for low-volatility EFTs during a market downturn. His recommended ETF is the iShares MSCI USA Min Vol Factor ETF, which selects shares with lower volatility and avoids hot stocks.

Read the full article for more information here.

Financial planning Investment Strategy John Ingram Wealth Management
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