Investments

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 [...]

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 [...]

“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 [...]

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 [...]

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 [...]

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 [...]