Perspectives

What exactly is a Trust Protector? You may be familiar with phrases like “objective third party,” “check and balance for the trust administration process,” or the [...]

To the disappointment of many, the Fed has shown it’s not yet ready to cut interest rates. However, this could be beneficial for fixed-income investors if they act fast. Director and Portfolio [...]

We’re excited to share that Crestwood Advisors has been included in @Worth Media Group’s 2024 list of top RIAs. Click here to see the full list.   The 2024 edition of the Leading [...]

Recently, Managing Director of Equities at Crestwood Advisors Sarah Kanwal shared insights with The Wall Street Journal: “They’re not pulling back on their investments.”  Read the [...]

The secret to firm success? Continued growth and strong relationships. “When we think about growth, that’s the opportunity to continue to invest in our business to bring the best solutions for [...]

The May 1st Fed meeting concluded with no change to the policy rate, which remains at 5.25-5.5%. Prior to the meeting, there was some concern the Fed might shift its stance after recent data [...]

In a recent Fabricating & Metalworking Magazine article Managing Director and Wealth Strategist Katherine M. Sheehan, J.D., AEP®, delves into the complexities of business succession planning [...]

Navigating the complexities of wealth management often involves strategic moves to optimize tax efficiency. Two such strategies, Downstreaming and Upstreaming, are approaches to managing [...]

“The secret to happiness is having low expectations.” – Warren Buffett We have written numerous times in the last six months about the disconnect between investor expectations of Fed rate cuts [...]

Following our January conversation about starting the year with strong financial health, we invite you to keep the momentum going with Crestwood Advisors. As your life and goals evolve, so should [...]