Perspectives

In a recent Fabricating & Metalworking Magazine article Managing Director and Wealth Strategist Katherine M. Sheehan, J.D., AEP®, delves into the complexities of business succession planning [...]

Navigating the complexities of wealth management often involves strategic moves to optimize tax efficiency. Two such strategies, Downstreaming and Upstreaming, are approaches to managing [...]

“The secret to happiness is having low expectations.” – Warren Buffett We have written numerous times in the last six months about the disconnect between investor expectations of Fed rate cuts [...]

Following our January conversation about starting the year with strong financial health, we invite you to keep the momentum going with Crestwood Advisors. As your life and goals evolve, so should [...]

Crestwood Advisors is pleased to announce it has been recognized by WealthManagement.com in its prestigious RIA Edge 100 list. This list showcases RIA firms reinvesting in their businesses, [...]

As we approach Election Day, investors are increasingly nervous about the outcome of the November Presidential election.  Political anxiety is high and rising as the country seems more divided [...]

Intra-family loans have long been used as an effective planning tool to help families achieve specific goals. These goals can be more pointed, such as helping a family member buy a home or [...]

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. [...]

January reports on the labor markets and GDP continue to support our thesis that a “soft landing” is the most probable scenario. However, investors are impatient for the Fed to begin rate cuts [...]

Ryan G Kenny, CFA, CFP®, Director & Portfolio Manager at Crestwood Advisors, recently discussed the challenges of crypto investments with Financial Planning. While acknowledging client [...]