Perspectives

In March 2004, the U.S. Senate designated April as Financial Literacy Month to raise awareness of the importance of financial education and the consequences of a lack of knowledge about personal [...]

Crestwood Advisors Group LLC is a fast‐growing wealth management firm that is selectively seeking to add an Operations Specialist to join our energetic team. Crestwood Advisors is an independent, [...]

Times of significant volatility in the markets create opportunities to reevaluate and rebalance your portfolio assets. “Expect volatility, and where there’s volatility there’s opportunity,” said [...]

From fewer years in the workforce due to motherhood, to longer life expectancy, women often face numerous financial challenges that affect their ability to maximize their financial goals. [...]

FOR IMMEDIATE RELEASE Boston advisory firm continues to be recognized as a leading RIA firm Boston, Mass. (March 13, 2023) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and [...]

Billy Spencer, a wealth planner at Crestwood Advisors, discusses how 529 college savings plans can lose money to taxes and fees depending on the state they are sponsored in. Click here to read [...]

Trusts can be an effective strategy for wealth transfers when interest rates rise to help fight inflation. The effect on the performance of trusts for estate planning vehicles is often linked to [...]

Debt Ceiling Limit – A Game of Chicken Congress is facing a stalemate on raising the debt ceiling limit as Republicans and Democrats continue a dangerous game of brinksmanship. If the debt [...]

“Investors are able to borrow a percentage of their portfolio value based on the underlying holdings,” said Ryan Kenny, director, Portfolio Manager at Crestwood Advisors in Boston. “This gives [...]

Move over baby boomers because in 2019 millennials surpassed you by becoming the largest generation in the United States. With this generation’s increase of financial inheritance compared to the [...]