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Perspectives

Home » Archives for November 2024
 Crestwood Advisors Named One of America’s Top Financial Advisory Firms 2025 by Newsweek
By Crestwood Advisors
In Awards & Accolades, Perspectives
Posted November 25, 2024

Crestwood Advisors Named One of America’s Top Financial Advisory Firms 2025 by Newsweek

Boston, Mass. (November 25, 2024) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston with offices in Connecticut and Rhode Island, is [...]

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 Investment Research Analyst Discusses High-Yield Strategies with Financial Advisor Magazine
By Crestwood Advisors
In Investments, Perspectives
Posted November 22, 2024

Investment Research Analyst Discusses High-Yield Strategies with Financial Advisor Magazine

Dividend ETFs offer enticing yields, but not all dividends are created equal. Investment Research Analyst Joe Alger, CFA, recently spoke with Financial Advisor Magazine about balancing yield with [...]

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 Investment Research Analyst Discusses S&P 500 Index Funds with U.S. News & World Report
By Crestwood Advisors
In Investments, Perspectives
Posted November 19, 2024

Investment Research Analyst Discusses S&P 500 Index Funds with U.S. News & World Report

In a recent conversation with U.S. News & World Report, Investment Research Analyst Joe Alger, CFA, shared key insights on how different replication strategies impact the performance of [...]

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 November Economic Update: Tariff Talk
By Crestwood Advisors
In Monthly Market Update, Perspectives
Posted November 7, 2024

November Economic Update: Tariff Talk

This election cycle, presidential candidates have characterized tariffs as both a miracle cure for all economic injustices as well as a potential tool for mass disruption. President Trump has [...]

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