Investments

Dividend ETFs offer enticing yields, but not all dividends are created equal. Investment Research Analyst Joe Alger, CFA, recently spoke with Financial Advisor Magazine about balancing yield with [...]

In a recent conversation with U.S. News & World Report, Investment Research Analyst Joe Alger, CFA, shared key insights on how different replication strategies impact the performance of [...]

Jumping on the latest trend may seem like a great idea in the moment, but will it set you up for the future you desire? Partner and Chief Investment Officer John Ingram shared his thoughts on [...]

Want to invest smartly but can’t decide between ETFs and index funds? While both offer a diversified, low-cost way to grow your wealth over time, they also have unique advantages and [...]

To the disappointment of many, the Fed has shown it’s not yet ready to cut interest rates. However, this could be beneficial for fixed-income investors if they act fast. Director and Portfolio [...]

Recently, Managing Director of Equities at Crestwood Advisors Sarah Kanwal shared insights with The Wall Street Journal: “They’re not pulling back on their investments.”  Read the [...]

Crestwood’s Chief Investment Officer, John Ingram, provided insights in a recent U.S. News & World Report piece, discussing the latest federal data and its implications for the market. [...]

2023 Consensus Forecasts – A Big Miss: At the beginning of last year, 85% of economists forecasted a recession for the U.S. as many indicators, including an inverted yield curve, were flashing [...]

In a recent article on InsuranceNewsNet, Wealth Planner Luke Neumann, CFP®, shares his perspective on how navigating retirement planning amidst today’s uncertainties can be overwhelming, [...]

Partner and Chief Investment Officer John Ingram, CFA, offered his take on the banking sector’s current status after key earnings reports in a recent Wall Street Journal article.  Read the [...]