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Perspectives

Home » Archives for July 2022
 Crestwood Advisors Recognized on Top RIA List 2022
By Crestwood Advisors
In Awards & Accolades, Perspectives
Posted July 27, 2022

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 [...]

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 Crestwood Advisors CIO and Partner, John Ingram Discusses Long-Term Investing
By Crestwood Advisors
In Perspectives
Posted July 25, 2022

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 [...]

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 Crestwood Advisors Among Largest Independent Advisors in Massachusetts 2022
By Crestwood Advisors
In Awards & Accolades, Perspectives
Posted July 22, 2022

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 [...]

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 Equity Analyst Sarah Kanwal Discusses Amazon Stock Downturn
By Crestwood Advisors
In Perspectives
Posted July 21, 2022

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 [...]

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 CIO and Partner John Ingram shares low-vol investment strategies
By Crestwood Advisors
In Perspectives
Posted July 11, 2022

CIO and Partner John Ingram shares low-vol investment strategies

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 [...]

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