Perspectives

During this very difficult time, we thought it would be helpful to frame our observations around the impact the coronavirus may have on the U.S. economy and investment markets in the near-term [...]

The novel coronavirus (COVID-19) is having an increasing impact on businesses and our communities. While our business focus means that your financial matters and the investment markets are always [...]

As global financial markets react to news that the Wuhan Coronavirus (2019-nCoV) continues to spread, we want to share an overview of these latest developments. About: First confirmed in China in [...]

Congress passed a spending bill and the “Setting Every Community Up for Retirement Enhancement” Act (SECURE Act), just ahead of the New Year. While this legislation intends to help strengthen [...]

Most major markets closed higher in November as optimism on a trade resolution with China once again dominated the news cycle.  U.S. equity markets, bolstered by favorable earnings and reduced [...]

With the holiday season kicking off and 2019 drawing to a close, the Crestwood team is working hard reviewing client portfolios and financial plans to help ensure our clients are well-positioned [...]

Boston, MA, July 1, 2019 – Crestwood Advisors Group LLC is pleased to announce the merger with Catamount Wealth Management. As a result of this merger, Crestwood is expanding into Westport, CT [...]

U.S. trade conflicts have entered a new phase. President Trump has demonstrated his tariff threats are real, individual companies can be blacklisted and his rationale for new tariffs can extend [...]

Boston, MA, April 1, 2019 – Crestwood Advisors Group LLC is pleased to announce the merger with MacGuire, Cheswick & Tuttle Investment Counsel LLC. As a result of this merger, Crestwood [...]

This past December, stock prices fell -14%, bottoming out on 12/24/18 with a one-day loss of -2.7%. Watching your investments decline close to 15% in 16 days is scary, disconcerting and [...]