Have you considered selling your investments, given the current market conditions? Partner Alyson Nickse advises keeping your investments in a recent NextAdvisor article. She encourages investors not to sell and to look for opportunities to buy more to maximize their returns this year. Read the full article for more tips on navigating the current market here.
Are you worried about the latest interest rate hike? In a recent Wall Street Journal article, CIO and Partner John Ingram discusses inflation and the market effects of the Federal Reserve’s decision to continue tightening monetary policy. Read the full article here.
CIO and Partner John Ingram advises clients to be comfortable with their asset allocations and not attempt to change them if a recession were to begin. Using a de-risking approach to protect portfolios in an economic downturn may negatively impact them, he explains in this Fortune article here.
Wealth planner Kayla Holland explains how educating youth is essential to fostering a diverse sector as well as increasing awareness of what financial planners do and how they help families achieve their goals in this recent Financial Advisor article.
Read the full article here.
The current energy shock has investors playing around with their portfolios to drive long-term success. Recently, CIO John Ingram spoke with ETF.com about the importance of digging into ETFs to find the proper exposure to match a set theme. Read the full story here.
Some see commodities as essential long-term investments to support retirement plans. Commodities outperform when inflation strikes. Recently, CIO and partner John Ingram spoke with Forbes about the advantages and disadvantages of commodities. Interested in learning more?
Tax season is upon us and while new federal tax changes have stalled, high-net-worth individuals could still see significant changes ahead. Recently, Alyson Nickse, wealth manager and partner, spoke with Financial Advisor about the tax shifts we may see this year and strategies high earners can implement to reduce their tax liabilities.
Click here to read more.
FOR IMMEDIATE RELEASE
New England RIA firm committed to growth from within
Boston, Mass. (January 6, 2022) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, is excited to announce newly-appointed firm Partner Leigh Hurd, CFA, as well as the promotions of three other teammates:
“Our greatest asset is our people. We’re proud to foster an environment that champions growth from within and we are committed to recognizing and rewarding our team’s talent and integrity with opportunities for advancement and self-improvement,” said Crestwood CEO/Managing Partner Michael Eckton.
Hurd joined Crestwood as a Portfolio Manager and Director in 2013. She has spent close to 20 years building relationships with individuals and families to help structure their investment portfolios to meet their life goals. She holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute. She earned her bachelor’s and master’s degrees from Boston College’s School of Management.
“Crestwood is extremely pleased to share the news of Leigh’s partnership, as well as the promotions of Kayla, Peter and Brandon. Together and individually, each of our team members are willing to adapt, learn and evolve – all in the name of putting clients first through our recommendations and actions,” said John Morris, Managing Partner and Wealth Manager.
Over the past three years, the firm has doubled to a total of 42 fiduciary professionals who strive to meet clients wherever they are in life and provide guidance, tools and solutions to help them succeed. Strategic hires and opportunities for internal advancement have poised Crestwood for continued growth in years to come.
FOR IMMEDIATE RELEASE
Client advisors named director of regional committee, earn CFP® designation
Boston, Mass. (December 20, 2021) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, is proud to announce the recent accomplishments of Client Advisors Kayla Holland and Tiffany So.
Holland was elected Director of the NexGen Committee within the Financial Planning Association (FPA) of New England, while So recently earned the Certified Financial Planner (CFP) designation.
The New England chapter in Massachusetts, which has the second largest NexGen chapter in the country, is dedicated to serving aspiring and early-career financial planners. An organization that prides itself on thought leadership, its members are proud to bring energy, enthusiasm and new perspectives to the forefront of the financial planning industry in an effort to ensure standards are forward-thinking and addressing ever-evolving client needs.
An esteemed credential, the CFP designation has been the standard of excellence for financial planners for 30 years. CFP professionals complete extensive training and commit to the CFP Board’s ethical standards, which require designees to put their clients’ interests first, among other things.
“We’re extremely proud to have Kayla and Tiffany on our team,” said Crestwood CEO/Managing Partner Michael Eckton. “Their contributions to the success of our clients, the firm and our communities are admirable and inspiring. We remain grateful for their talent and their efforts and look forward to the impact they’ll make at Crestwood and in our industry for years to come.”
It’s not just a seller’s market for RIA owners, but also for advisors looking for a change. The demand for CFPs and CFAs continues to rise, and leading firms are implementing new initiatives to attract and retain employees. CEO Michael Eckton recently spoke with Barron’s about how Crestwood Advisors is remaining flexible and adjusting to the current work environment to grow its team. Read the full story here.