Perspectives

CIO and Partner John Ingram advises clients to be comfortable with their asset allocations and not attempt to change them if a recession were to begin. Using a de-risking approach to protect [...]

Please click the link below to read the recent interview with John Ingram. “7 Best Low-Cost Index Funds” U.S. News Article

Please click the link below to read the recent interview with John Ingram. “Portfolio Diversification Isn’t Dead, It Was Just Sleeping” ETF Trends article

Please click the link below to read the new article in which Michael Eckton was quoted on the broader US equity markets. “S&P 500 hits new record high – but a reckoning could be on the [...]

FOR IMMEDIATE RELEASE Crestwood Advisors Group, LLC is pleased to announce that Greg F. McSweeney, CFA has been hired to the position of Portfolio Manager, Director in our Boston office. “We are [...]

September is historically the worst calendar month of the year for stock market returns. Since 1950, the average September return for the S&P 500 index is -0.7%.  Additionally, negative news [...]

With the benefit of hindsight, few tasks look easier than pointing out a market peak. Looking at a price chart of the stocks market, it is easy to point to the top and say, “Here is where to sell [...]

Whether it is retirement planning, funding future education for children or grandchildren, or the possibility of helping a family member financially down the road, most people have at least one [...]

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 [...]

World headlines continue to be mostly negative and rotate between the crisis in Europe, the economic slowdown in China, the ongoing unrest in the Middle East, and the upcoming U.S. election and [...]