Perspectives

Crestwood Advisors Group LLC is a fast-growing $7+ billion wealth management firm seeking to add a Client Advisor to join our energetic team. Crestwood Advisors is an independent, fee-only RIA [...]

We revised this note repeatedly, only to have each version overtaken by new developments. As of April 11, 2025, this represents our latest commentary on tariff announcements; anything introduced [...]

Despite significant progress in closing the gender pay gap, women have not yet achieved full equality. This year, Equal Pay Day falls on March 25th, signifying how far into the new year women [...]

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, [...]

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 [...]

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 [...]

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 [...]

“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 [...]