Perspectives

August began with a pullback in the stock market, with the S&P 500 falling over 6% in the first three trading days and the “Magnificent Seven” stocks dropping nearly 10% in the [...]

As client relationships form the backbone of any successful advisory firm, ensuring a smooth onboarding experience is crucial. Director and Wealth Manager Billy Spencer, CFP®, CFT-I™, FBS®, [...]

“Planning opportunities will most certainly be missed if people are unaware of Qualified Small Business Stock (QSBS),” says Managing Director and Wealth Strategist Katherine M. Sheehan, J.D., [...]

Summer is coming to an end, which means it’s time for students to head back to school. At Crestwood, we aim to help our clients plan for their children’s future – including how to finance their [...]

U.S. stocks started July on a high note bolstered by healthy second quarter earnings. While both equity and fixed income markets rose, sentiment had begun to shift with investors rotating out of [...]

Feeling the weight of a family legacy? With great wealth comes great responsibility — and unique challenges. In a recent conversation with Crain Currency, Katherine M. Sheehan, Managing Director [...]

The Tax Cuts and Jobs Act (TCJA) of 2017 significantly changed the U.S. tax code, impacting individuals and businesses. As we approach the potential sunset of many provisions at the end of 2025, [...]

Jumping on the latest trend may seem like a great idea in the moment, but will it set you up for the future you desire? Partner and Chief Investment Officer John Ingram shared his thoughts on [...]

Economic Data: Getting Cooler Despite the recent heat wave roiling the U.S., this month also brought data supporting the Fed’s soft landing narrative. May’s CPI was cooler than expected, [...]

By being thoughtful and strategic with your philanthropy, individuals can achieve their charitable goals while also being tax efficient and fostering future financial growth. Here, we explore [...]