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Forty-two percent [1].  This is the percentage of large cap fund managers that beat the S&P 500 return of 1% over the past five years.  Assembling a portfolio of assets to succeed in a [...]

Over the past several weeks, stock markets around the world have been volatile and are generally trading lower.  Here in the U.S., while the S&P 500 remains in positive territory [...]

After a year of unprecedented volatility, investors were surprised to learn that the S&P 500 finished up 2.1% (including dividends) and the Barclays Cap Aggregate Government Credit Bond Index [...]

Given the ongoing global challenges, numerous impediments to economic growth, and a long-term deleveraging process, why do we continue to favor stocks for long term investors? The answer is that [...]

Supporting worthy non-profit organizations has always been an important part of Crestwood Advisors’ culture and value system. One such organization, Family Service of Greater Boston [...]

From the stock market lows in 2009 until midyear 2010, the more economically leveraged stocks had largely outperformed less economically-sensitive, “higher quality” stocks. As a result, many high [...]

John W. Morris was featured on Fox Business News, where he provided our opinion about the potential impact on the markets if there is a third round of Quantitative Easing (QE3), and sectors that [...]

The S&P 500 was up nearly 11% in the first quarter of 2013 even while the looming sequestration threatened to shave up to 0.5% off GDP, North Korea threatened war, the situation in Cyprus [...]

By now we’ve all likely caught a glimpse of the headlines and realized that the quiet that dominated the U.S. investment markets since 2011, is over. Until this month, the S&P 500 had gone [...]

2014 Wrap up: While the rapid decline in energy prices dominated headlines as 2014 ended, the U.S. stock market turned in a 6th consecutive year of positive returns with the S&P 500 up 13.7%, [...]