Dividend ETFs offer enticing yields, but not all dividends are created equal.
Investment Research Analyst Joe Alger, CFA, recently spoke with Financial Advisor Magazine about balancing yield with growth, avoiding value traps in high-dividend strategies and why retirees are drawn to income-focused products.
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In a recent conversation with U.S. News & World Report, Investment Research Analyst Joe Alger, CFA, shared key insights on how different replication strategies impact the performance of popular S&P 500 index funds.
“Funds that use a full replication method of an index are likely to have lower tracking errors than funds that use partial or optimized replication methods,” he said.
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Are you a new homeowner? Owning a home is not just a milestone—it’s a powerful way to build wealth! But with great ownership comes greater financial responsibility.
Recently, Director and Wealth Manager Timothy Paradis, CFP®, spoke with ComparisonAdviser about the complexities of homeownership and the importance of understanding costs and tax benefits, highlighting how financial advisors can assist homeowners.
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Crestwood Advisors is proud to be a founding member of the Net Positive Consortium, a groundbreaking initiative that unites over a dozen of the wealth management industry’s leading firms to foster civic engagement, promote diversity and drive meaningful change through best practices. With consortium members collectively managing over $200bn in client assets, this initiative focuses on five key pillars: workforce development, community support, environmental sustainability, client service, and industry leadership. Through collaboration and shared commitment, we aim to elevate our impact, champion inclusion and pay it forward.
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Thinking about moving leftover 529 funds to a Roth IRA?
Director and Wealth Planner Tiffany Bell, CFP®, recently discussed this with Financial Advisor Magazine.
Read the full article by clicking here.
We are proud to announce Crestwood Advisors has earned a place on the Boston Business Journal’s 2024 list of the “Largest Independent Investment Advisers in Massachusetts,” ranking #16.
“This acknowledgment reflects our team’s unwavering commitment to providing personalized financial strategies that empower our clients to reach their goals,” said Crestwood CEO/Managing Partner Michael Eckton.
To read more on this recognition and the methodology of the ranking click here.
Fast-growing New England advisory moves up to No. 81 in prestigious national ranking, highlighting continued excellence in financial advisory services
Boston, Mass. (September 18, 2024) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston and with offices in Connecticut and Rhode Island, is pleased to announce that it has been named once again to the Barron’s 2024 Top 100 RIA Firms list.
This year, the firm has moved up to No. 81, a notable improvement from last year’s ranking of No. 93.
“We are honored to be ranked among Barron’s Top 100 RIA Firms, and even more so to see our advancement this year,” said Crestwood CEO/Managing Partner Michael Eckton. “We recognize that this honor is possible only through the continued partnerships between our incredible clients and dedicated team.”
Each year, Barron’s publishes its Top 100 RIA Firms list, ranking independent advisory companies based on a comprehensive set of criteria. These criteria include assets under management, technology investments, staff diversity, succession planning, and other key metrics.
The full methodology for the Barron’s 100 list can be found here. Crestwood did not pay a fee to appear on the published list.
Please see Crestwood Advisors’ important disclosures regarding awards and recognitions here.
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About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with over $5.7 billion in assets under management. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit https://www.crestwoodadvisors.com.
As client relationships form the backbone of any successful advisory firm, ensuring a smooth onboarding experience is crucial.
Director and Wealth Manager Billy Spencer, CFP®, CFT-I™, FBS®, recently shared his insights with InvestmentNews, stressing that client input is key: “If the client’s not having a chance to share what they’re looking for, any sort of advice that comes after that isn’t really tailored to what their needs are,” he said.
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“Planning opportunities will most certainly be missed if people are unaware of Qualified Small Business Stock (QSBS),” says Managing Director and Wealth Strategist Katherine M. Sheehan, J.D., AEP®, in her recent piece on Tax Notes.
Katie delves into the intricacies of QSBS and outlines key estate, gift and income tax planning opportunities that advisors should know to help clients maximize the benefits of QSBS.
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Summer is coming to an end, which means it’s time for students to head back to school. At Crestwood, we aim to help our clients plan for their children’s future – including how to finance their education.
Crestwood Director and Wealth Manager Billy Spencer, CFP®, CFT-I™, FBS® recently spoke with InvestmentNews on financial strategies and tips we share with clients to help prepare for back-to-school season.
“With the resources that you have, whether that’s through student loans, stipend from parents or earnings from the child working, they can use that awareness around where the money’s going to allocate it well and have it aligned with what they value and what their needs are,” he said.
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