Perspectives

John Morris, managing partner and wealth manager, spoke with Capital Analytics Associates about ESG and blockchains emerging as popular trends for potential investments. Read the full interview here

FOR IMMEDIATE RELEASE Boston, Mass. (May 15, 2023) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, is pleased to announce it has [...]

We are pleased to celebrate the 20th anniversary of Crestwood Advisors! Over the last two decades, Crestwood Advisors has grown from a small team crammed into a single office above Quincy Market [...]

In March 2004, the U.S. Senate designated April as Financial Literacy Month to raise awareness of the importance of financial education and the consequences of a lack of knowledge about personal [...]

Times of significant volatility in the markets create opportunities to reevaluate and rebalance your portfolio assets. “Expect volatility, and where there’s volatility there’s opportunity,” said [...]

From fewer years in the workforce due to motherhood, to longer life expectancy, women often face numerous financial challenges that affect their ability to maximize their financial goals. [...]

FOR IMMEDIATE RELEASE Boston advisory firm continues to be recognized as a leading RIA firm Boston, Mass. (March 13, 2023) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and [...]

Billy Spencer, a wealth planner at Crestwood Advisors, discusses how 529 college savings plans can lose money to taxes and fees depending on the state they are sponsored in. Click here to read [...]

Trusts can be an effective strategy for wealth transfers when interest rates rise to help fight inflation. The effect on the performance of trusts for estate planning vehicles is often linked to [...]

Debt Ceiling Limit – A Game of Chicken Congress is facing a stalemate on raising the debt ceiling limit as Republicans and Democrats continue a dangerous game of brinksmanship. If the debt [...]