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Perspectives

Home » Perspectives
 Portfolio Manager, Ryan Kenny, Speaks to Financial Advisor on the Benefits of Borrowing Against a Portfolio
By Crestwood Advisors
In Perspectives
Posted January 12, 2023

Portfolio Manager, Ryan Kenny, Speaks to Financial Advisor on the Benefits of Borrowing Against a Portfolio

“Investors are able to borrow a percentage of their portfolio value based on the underlying holdings,” said Ryan Kenny, director, Portfolio Manager at Crestwood Advisors in Boston. “This gives [...]

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 Financial Advisors Adapting New Business Models for Millennials: How younger advisors can teach older advisors a thing or two about millennial finances
By Crestwood Advisors
In Perspectives
Posted December 13, 2022

Financial Advisors Adapting New Business Models for Millennials: How younger advisors can teach older advisors a thing or two about millennial finances

Move over baby boomers because in 2019 millennials surpassed you by becoming the largest generation in the United States. With this generation’s increase of financial inheritance compared to the [...]

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 Year of the Tiger: End with a Roar!
By Crestwood Advisors
In Perspectives
Posted November 16, 2022

Year of the Tiger: End with a Roar!

2022 Planning Opportunities So far, 2022, which is the Chinese Year of the Tiger, has been a tumultuous and eventful year full of change! We are likely to continue to experience significant [...]

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 Crestwood’s Alyson Nickse Discusses Impact of Fed Rate Hikes
By Crestwood Advisors
In Perspectives
Posted November 3, 2022

Crestwood’s Alyson Nickse Discusses Impact of Fed Rate Hikes

Crestwood Partner and Wealth Manager Alyson Nickse spoke with NextAdvisor/TIME last week on the impact of rate hikes by the Federal Reserve and what may be ahead for the markets this week with [...]

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 Crestwood Advisors Recognized on Inaugural Forbes/Shook Top 100 RIA Firms List
By Crestwood Advisors
In Perspectives, Press Releases
Posted October 27, 2022

Crestwood Advisors Recognized on Inaugural Forbes/Shook Top 100 RIA Firms List

FOR IMMEDIATE RELEASE Boston advisory firm continues year of growth with prestigious national accolade Boston, Mass. (October 27, 2022) – Crestwood Advisors (“Crestwood”), a boutique investment [...]

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 Crestwood CIO discusses market outlook on TD Ameritrade Network
By Crestwood Advisors
In Perspectives
Posted October 6, 2022

Crestwood CIO discusses market outlook on TD Ameritrade Network

Why is it good to be bullish, believing prices will rise, when the majority are bearish, believing prices will fall?   “There are two important indicators this week: the job openings survey [...]

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 Crestwood Co-Founders talk team career paths on RIA Podcast
By Crestwood Advisors
In Perspectives, Webinars & Webcasts
Posted October 4, 2022

Crestwood Co-Founders talk team career paths on RIA Podcast

John Morris and Michael Eckton, Co-founders of Crestwood Advisors, spoke on Seth Greene’s podcast, The RIA Podcast, about the importance of team culture and ensuring client satisfaction with [...]

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 Crestwood Wealth Planner Gives Advice to Young Advisors Entering the Industry with Financial Advisor
By Crestwood Advisors
In Perspectives
Posted September 26, 2022

Crestwood Wealth Planner Gives Advice to Young Advisors Entering the Industry with Financial Advisor

FA-IQ reached out to advisors to ask: What’s a piece of advice you have for young advisors entering the industry? “Join a firm that genuinely cares about its clients! You’ll learn more, become a [...]

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 Crestwood Advisors Ranked No. 93 in Barron’s Top 100 RIA Firms List
By Crestwood Advisors
In Press Releases
Posted September 20, 2022

Crestwood Advisors Ranked No. 93 in Barron’s Top 100 RIA Firms List

FOR IMMEDIATE RELEASE Boston advisory firm caps year of growth with prestigious national accolade Boston, Mass. (September 20, 2022) – Crestwood Advisors (“Crestwood”), a boutique investment [...]

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By Crestwood Advisors
In Perspectives
Posted September 14, 2022

Navigating Inflation

Rising interest rates and recession fears continue to weigh on investors as the Consumer Price Index (CPI) report for August was stubbornly high at 8.3%.  With rising interest rates impacting [...]

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Recent Posts
  • Portfolio Manager, Ryan Kenny, Speaks to Financial Advisor on the Benefits of Borrowing Against a Portfolio
  • Financial Advisors Adapting New Business Models for Millennials: How younger advisors can teach older advisors a thing or two about millennial finances
  • Year of the Tiger: End with a Roar!
  • Crestwood’s Alyson Nickse Discusses Impact of Fed Rate Hikes
  • Crestwood Advisors Recognized on Inaugural Forbes/Shook Top 100 RIA Firms List
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