Concept by Vantage Point for Crestwood Advisors, built on HubSpot CMS. This is not the Crestwood Advisors website. Visit crestwoodadvisors.com.
News · Investments

Partner and Chief Investment Officer Discusses Navigating Popular Trades with Financial Planning

By Crestwood Advisors · July 15, 2024

Partner and Chief Investment Officer Discusses Navigating Popular Trades with Financial Planning

Jumping on the latest trend may seem like a great idea in the moment, but will it set you up for the future you desire?

Partner and Chief Investment Officer John Ingram shared his thoughts on investing in Nvidia and other currently popular trades with Financial Planning.

“We all need guardrails to prevent us from buying an Nvidia at the top of the market — if this is a top. And I’m not predicting that it is, but if it is a top, do our guardrails prevent us from buying it at this price and then losing our shirt on the way down?” he said.

Click here to read the full article.

 

NewsInvestments

Back to News, Perspectives & Events

Subscribe to our thought leadership

Concept only. In production this is a HubSpot form that adds subscribers to a segmented list and triggers the welcome journey.