Perspectives

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 [...]

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 [...]

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 [...]

Have you considered selling your investments, given the current market conditions? Partner Alyson Nickse advises keeping your investments in a recent NextAdvisor article. She encourages investors [...]

With Monday’s -3.9% decline, the S&P 500 has now fallen over 20% from a January peak and officially entered ‘bear market’ territory.  Down markets grab headlines and swiftly erase gains that [...]

Several big retailers reported their quarterly earnings last week with dramatically different results. Why did some do better than others? Equity analyst Sarah Kanwal spoke with Barron’s on this [...]

Are you worried about the latest interest rate hike? In a recent Wall Street Journal article, CIO and Partner John Ingram discusses inflation and the market effects of the Federal Reserve’s [...]

CIO and Partner John Ingram advises clients to be comfortable with their asset allocations and not attempt to change them if a recession were to begin. Using a de-risking approach to protect [...]

Wealth planner Kayla Holland explains how educating youth is essential to fostering a diverse sector as well as increasing awareness of what financial planners do and how they help families [...]

2022 is off to a rough start for investors.  The broad selloff across global stock and bond markets accelerated in April and has continued into May with the S&P 500 index falling over -12.5% [...]