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 Manager Jason Hendricks, CFP®, ChFC®, CSRIC® shared with Financial Advisor Magazine that owning intermediate maturity bonds “allows investors to lock in yields [and] likely see a rise in principal when the Fed cuts rates.”
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We’re excited to share that Crestwood Advisors has been included in @Worth Media Group’s 2024 list of top RIAs.
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The 2024 edition of the Leading Advisors List showcases over 275 independent Registered Investment Advisor firms, chosen through a rigorous selection process. This process incorporates benchmarks such as assets under management, average client size, and whether the firm focuses on comprehensive financial planning. Crestwood did not pay a fee to obtain or market the award.
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.”
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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 our clients. That’s also the opportunity to have vibrant careers for the talented professionals who join our team,” emphasized President/Managing Partner and Wealth Manager Leah Sciabarrasi, CFP®, in a recent article with InvestmentNews.
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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 and highlights crucial considerations.
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Crestwood Advisors is pleased to announce it has been recognized by WealthManagement.com in its prestigious RIA Edge 100 list. This list showcases RIA firms reinvesting in their businesses, maintaining a high level of client service and achieving intentional growth.
As a growing advisory firm committed to client success, this acknowledgment underscores the team’s dedication to delivering exceptional wealth management services and guiding clients through their financial journeys.
Access the full ranking by clicking here. Crestwood did not pay a fee to appear on the published list.
Please view Crestwood Advisors’ list of 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 $5.3 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.
Crestwood’s Chief Investment Officer, John Ingram, provided insights in a recent U.S. News & World Report piece, discussing the latest federal data and its implications for the market.
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Ryan G Kenny, CFA, CFP®, Director & Portfolio Manager at Crestwood Advisors, recently discussed the challenges of crypto investments with Financial Planning. While acknowledging client interests, Ryan underscores the need for cautious investment in digital assets.
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As we step into the new year, the ‘January blues’ can be a real challenge for many of us. William (Billy) Spencer, CFP®, CFT-I™, FBS®, featured in InvestmentNews, offers practical advice on how to navigate this period with positivity and resilience.
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Changes to the IRS energy efficient home improvement credit could keep money in your pocket while you upgrade your living space.
Crestwood Director and Wealth Planner Luke Neumann, CFP®, spoke with Financial Planning, sharing his expertise on how advisors can leverage tax incentives for their clients and why making eco-friendly upgrades can be monetarily beneficial to clients.
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