Who Are You Working For?
In their 1966 hit album, Revolver, the Beatles cautioned that the “Taxman” tries to take it all. We may not sing as well as the Beatles, but if you don’t want to pay more taxes than you need to, [...]
Are you up to date on the Social Security Fairness Act?
On January 5, 2025, the Social Security Fairness Act (Act) was signed into law. The Act eliminates the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), which negatively [...]
March Economic Update: The Three R’s – Understanding Tariffs Today in a Historical Context
Given the recent volatility in the stock market, investors are left wondering about the potential disruptive effects of tariffs. Douglas Irwin, a professor at Dartmouth, is a widely recognized as [...]
Crestwood Advisors Recognized as a 2025 Top RIA by Worth Media Group
BOSTON (March 3, 2025) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston with offices in Connecticut and Rhode Island, is proud to [...]
