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 valuations have returned to below average, which represents an attractive time to own stocks for long-term investors,” he said.
Watch the full interview here.
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 estimates have fallen significantly over the last few quarters.
Read the full article to learn more here.
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 Vol Factor ETF, which selects shares with lower volatility and avoids hot stocks.
Read the full article for more information here.
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 not to sell and to look for opportunities to buy more to maximize their returns this year. Read the full article for more tips on navigating the current market here.
Are you worried about the latest interest rate hike? In a recent Wall Street Journal article, CIO and Partner John Ingram discusses inflation and the market effects of the Federal Reserve’s decision to continue tightening monetary policy. Read the full article here.
Wealth planner Kayla Holland explains how educating youth is essential to fostering a diverse sector as well as increasing awareness of what financial planners do and how they help families achieve their goals in this recent Financial Advisor article.
Read the full article here.
It’s not just a seller’s market for RIA owners, but also for advisors looking for a change. The demand for CFPs and CFAs continues to rise, and leading firms are implementing new initiatives to attract and retain employees. CEO Michael Eckton recently spoke with Barron’s about how Crestwood Advisors is remaining flexible and adjusting to the current work environment to grow its team. Read the full story here.
FOR IMMEDIATE RELEASE
Boston-based firm earns spot on prestigious annual list for second year in a row
Boston, Mass. (September 20, 2021) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, today announced for the second year in a row it has earned a place on Barron’s list of the top 100 RIA firms in the country. The firm ranked 81st on the list, jumping four places ahead of its 2020 ranking.
Experiencing continued growth, Crestwood – a team of 40+ financial planning and investment professionals – currently oversees approximately $4.7 billion in total assets under management. To be considered for Barron’s list, firms are required to have at least $1 billion in assets under management.
Released annually, the Barron’s RIAs list recognizes the top 100 independent wealth management firms across the country. Placements are based on a detailed questionnaire, firm technology spending, staff diversity and succession planning.
“Our team’s grit and determination to provide nothing short of the very best outcomes for our clients has led us to experience exceptional growth opportunities over the last year,” said Michael Eckton, Crestwood CEO and Managing Partner. “Our boutique firm continues to compete and compare to the biggest firms across the country. We’re proud to earn such prestigious recognition for our diligence and commitment to simplifying the complexities of wealth and helping our clients invest with purpose.”
To read more on the methodology of the award please click here.
Please see Crestwood Advisors important disclosures regarding awards and recognition’s here.
Changing tax regulations will have a significant impact on business owners’ futures. Crestwood Advisors Partner Alyson Nickse spoke with Financial Planning about the implications business owners may face – including potentially owing more in taxes than they yield in profits due to the level at which higher capital gains rates kick in.
Read Alyson’s full perspective here.