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Perspectives

Home » Investing
 Crestwood CIO discusses market outlook on TD Ameritrade Network
By Crestwood Advisors
In Perspectives
Posted October 6, 2022

Crestwood CIO discusses market outlook on TD Ameritrade Network

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 [...]

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 Crestwood Wealth Planner Gives Advice to Young Advisors Entering the Industry with Financial Advisor
By Crestwood Advisors
In Perspectives
Posted September 26, 2022

Crestwood Wealth Planner Gives Advice to Young Advisors Entering the Industry with Financial Advisor

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 [...]

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 Director, Equity Analyst Julie Praline Discusses Inflation Reduction Act Impacts
By Crestwood Advisors
In Perspectives
Posted August 29, 2022

Director, Equity Analyst Julie Praline Discusses Inflation Reduction Act Impacts

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 [...]

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 John Ingram discussed investing during a recession with Fortune
By Crestwood Advisors
In Perspectives
Posted May 10, 2022

John Ingram discussed investing during a recession with Fortune

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 [...]

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 John Ingram Interview with ETF Trends
By Crestwood Advisors
In News
Posted October 23, 2020

John Ingram Interview with ETF Trends

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

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 Michael Eckton on NBC News
By Crestwood Advisors
In News
Posted August 18, 2020

Michael Eckton on NBC News

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 [...]

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By Crestwood Advisors
In News, Perspectives, Press Releases
Posted April 8, 2020

Crestwood Expands Its Portfolio Management Team

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 [...]

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