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Perspectives

Home » Perspectives
 October 2025 Economic Update:  The Fed Cut Rates and Closing Time for the US Government
By Crestwood Advisors
In Monthly Market Update, Perspectives
Posted October 6, 2025

October 2025 Economic Update: The Fed Cut Rates and Closing Time for the US Government

One Small Cut, More to Come In last month’s Economic Update, we identified four areas of particular interest regarding the upcoming September meeting of the Federal Reserve’s Open Market [...]

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 Crestwood Advisors Earns Spot on Forbes/SHOOK Top RIA List for Fourth Consecutive Year
By Crestwood Advisors
In Awards & Accolades, Perspectives
Posted October 3, 2025

Crestwood Advisors Earns Spot on Forbes/SHOOK Top RIA List for Fourth Consecutive Year

Boston-based firm climbs to No. 56 in 2025 national ranking of leading wealth managers BOSTON (October 2, 2025) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth [...]

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 Investing in Your Health: The Right Plan for Every Age
By Crestwood Advisors
In Perspectives
Posted September 29, 2025

Investing in Your Health: The Right Plan for Every Age

Open enrollment is just around the corner. This is the time not only to review your coverage for 2026, but also to consider how healthcare expenses fit into your financial plan for today and for [...]

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 Oh, The Places You’ll Go! Traveling with Intention
By Crestwood Advisors
In Perspectives
Posted September 24, 2025

Oh, The Places You’ll Go! Traveling with Intention

Vacations are more than just time away. They are an opportunity to recharge, reconnect, and rediscover what truly matters to you. Whether that’s rest, adventure, learning, or making a positive [...]

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 Crestwood Advisors Named to Barron’s 2025 Top 100 RIA Firms List
By Crestwood Advisors
In Awards & Accolades, Perspectives
Posted September 16, 2025

Crestwood Advisors Named to Barron’s 2025 Top 100 RIA Firms List

New England advisory firm jumps to No. 74, demonstrating continued excellence in wealth management services Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management [...]

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 September Economic Update: Q&A about the Upcoming Fed
By Crestwood Advisors
In Monthly Market Update, Perspectives
Posted September 12, 2025

September Economic Update: Q&A about the Upcoming Fed

The Federal Reserve meets next week, and once again, it faces a mixed economic picture. On an encouraging note, inflation appears to be stabilizing. The latest Producer Price Index (PPI) fell [...]

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 The Check is NOT in the mail
By Crestwood Advisors
In Perspectives
Posted September 12, 2025

The Check is NOT in the mail

The end of paper checks is coming soon. If you currently pay your federal taxes or get your income tax refunds via physical check, take note, change is coming. President Trump signed Executive [...]

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 QSBS: An Acronym All Business Owners Should Know
By Crestwood Advisors
In Perspectives
Posted September 3, 2025

QSBS: An Acronym All Business Owners Should Know

If you are a business owner planning for the future, knowing about the “QSBS” exclusion could provide you with millions of dollars of capital gains tax savings when you sell your business. With [...]

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 Life Lessons To Help Build a Solid Financial Foundation
By Crestwood Advisors
In Perspectives
Posted August 19, 2025

Life Lessons To Help Build a Solid Financial Foundation

It can be difficult to navigate the complexities of financial management when you’re just starting your career, especially when you live in a high-cost area. Making thoughtful financial decisions [...]

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 August Economic Update: Shooting the Messenger (Even if the Message Wasn’t All Bad)
By Crestwood Advisors
In Monthly Market Update
Posted August 11, 2025

August Economic Update: Shooting the Messenger (Even if the Message Wasn’t All Bad)

A report from the Bureau of Labor Statistics (BLS) released after July’s FOMC meeting showed weaker job growth in the May-July period than previously estimated. Job growth for June and July was [...]

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Recent Posts
  • October 2025 Economic Update: The Fed Cut Rates and Closing Time for the US Government
  • Crestwood Advisors Earns Spot on Forbes/SHOOK Top RIA List for Fourth Consecutive Year
  • Investing in Your Health: The Right Plan for Every Age
  • Oh, The Places You’ll Go! Traveling with Intention
  • Crestwood Advisors Named to Barron’s 2025 Top 100 RIA Firms List
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