FOR IMMEDIATE RELEASE Boston advisory firm continues to be recognized as a leading RIA firm Boston, Mass. (March 13, 2023) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and [...]

When the SECURE 2.0 Act was signed into law in December, it had sweeping impacts on retirement savings programs. The new law builds on the SECURE Act of 2019 and marks Congress’ most recent step [...]

Billy Spencer, a wealth planner at Crestwood Advisors, discusses how 529 college savings plans can lose money to taxes and fees depending on the state they are sponsored in. Click here to read [...]

Trusts can be an effective strategy for wealth transfers when interest rates rise to help fight inflation. The effect on the performance of trusts for estate planning vehicles is often linked to [...]

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 [...]

Crestwood Partner and Wealth Manager Alyson Nickse spoke with NextAdvisor/TIME last week on the impact of rate hikes by the Federal Reserve and what may be ahead for the markets this week with [...]

FOR IMMEDIATE RELEASE Boston advisory firm continues year of growth with prestigious national accolade Boston, Mass. (October 27, 2022) – Crestwood Advisors (“Crestwood”), a boutique investment [...]