Perspectives

Why is it good to be bullish, believing prices will rise, when the majority are bearish, believing prices will fall?   “There are two important indicators this week: the job openings survey [...]

John Morris and Michael Eckton, Co-founders of Crestwood Advisors, spoke on Seth Greene’s podcast, The RIA Podcast, about the importance of team culture and ensuring client satisfaction with [...]

FA-IQ reached out to advisors to ask: What’s a piece of advice you have for young advisors entering the industry? “Join a firm that genuinely cares about its clients! You’ll learn more, become a [...]

As the Inflation Reduction Act seeks to support clean energy, many investors are questioning whether or not to invest in renewable energy companies. “The broad [sustainable-energy and [...]

Should you buy stocks today? CIO and Partner John Ingram joined Oliver Renick on TD Ameritrade Network, where he discussed the benefits of staying invested over the long term. “Stock market [...]

As we continue to make strides forward, Crestwood Advisors is pleased to announce it has been ranked by the Boston Business Journal as one of the Largest Independent Investment Advisers in [...]

In a recent MarketWatch article, Sarah Kanwal, equity analyst at Crestwood Advisors, explains how Amazon’s share price decline has followed weakening fundamentals as forward free cash flow [...]

In a recent survey conducted by VettaFi, John Ingram, CIO and partner, discusses his preference for low-volatility EFTs during a market downturn. His recommended ETF is the iShares MSCI USA Min [...]

Have you considered selling your investments, given the current market conditions? Partner Alyson Nickse advises keeping your investments in a recent NextAdvisor article. She encourages investors [...]

Several big retailers reported their quarterly earnings last week with dramatically different results. Why did some do better than others? Equity analyst Sarah Kanwal spoke with Barron’s on this [...]