Perspectives

What’s your giving strategy for 2025? The new year signals fresh opportunities to give back—are you prepared? Director and Wealth Manager Luke B. Neumann, recently spoke with Crain Currency about [...]

Since 1980, US trade policy has been largely pro-trade which has allowed unfettered access to US markets for goods and capital. During this time, countries like China aggressively increased [...]

Boston, Mass. (November 25, 2024) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston with offices in Connecticut and Rhode Island, is [...]

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 [...]

This election cycle, presidential candidates have characterized tariffs as both a miracle cure for all economic injustices as well as a potential tool for mass disruption. President Trump has [...]

The importance of Financial Education in Wealth Transfer Creating generational wealth involves more than just passing on financial assets. It’s about preparing the next generation to nurture [...]

Are you a new homeowner? Owning a home is not just a milestone—it’s a powerful way to build wealth! But with great ownership comes greater financial responsibility. Recently, Director and [...]

Crestwood Advisors is proud to be a founding member of the Net Positive Consortium, a groundbreaking initiative that unites over a dozen of the wealth management industry’s leading firms to [...]

Thinking about moving leftover 529 funds to a Roth IRA?   Director and Wealth Planner Tiffany Bell, CFP®, recently discussed this with Financial Advisor Magazine. Read the full article by [...]