Perspectives

“Everyone needs estate planning, whether you have $2 or $200 million. Let’s just talk about what you need and why you need it.” In the latest episode of Grow Your Business & [...]

With markets reacting to a mixed jobs report and new tariff concerns, all eyes are on what’s next for the economy. Partner and Chief Investment Officer John Ingram shared his insights with The [...]

What new tariffs were announced? This past weekend, President Trump announced tariffs on 25% of nearly all Canadian and Mexican imports as well as an additional 10% tariff on Chinese goods with a [...]

Crestwood believes equities offer strong growth potential for long term investors. We continuously analyze capital markets trends and data to inform our long-term equity strategy and identify [...]

In case you missed it! Our recent announcement about Tim Paradis‘ promotion to partner was featured in the Westfair Business Journal. It’s great to see Tim’s hard work and [...]

BOSTON (January 16, 2025) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston with offices in Connecticut and Rhode Island, is pleased to [...]

As we look back at 2024, we want to summarize the major economic highlights of the year. Economic Data Mostly Positive US economic growth, job creation, and inflation continued to improve through [...]

Have you ever walked out of a store and wondered, “What did I just spend?” It’s a common feeling in today’s tap-to-pay world. Recently, Wealth Manager Billy Spencer shared his insights with [...]

Succession planning is more critical than ever in the RIA industry, yet many firms are struggling to prepare for the future. Recently, our President and Managing Partner, Leah Sciabarrasi, CFP®, [...]

Indexes can be a powerful investment tool, but they’re not all created equal. Investment Research Analyst Joe Alger, CFA, recently discussed the importance of selecting the right index for [...]