Listen to a brief story about a client who wanted to eliminate estate taxes and support her family and support favorite charities now and after she is gone.
Portfolio Insights By David Cross, CPM® U.S. Asset Management email@example.com 678-894-0696 Financial market commentators seem to change their minds daily about the outlook for the stock market. One day they are excited about stocks and the next they are worried. They offer potential reasons for a looming decline like: Interest Rates The Fed Earnings slowdown […]
CPA’s listen up! As you begin preparing tax returns, some of your clients may have lost money last year but still owe capital gains taxes because their mutual funds paid year-end “capital gains distributions”. “A capital gains distribution is a payment to mutual fund shareholders that is prompted by a fund manager’s liquidation of underlying […]
Lately, we have seen unprecedented volatility in the US stock market with swings in excess of a thousand points in a couple of days for the Dow Jones Industrial Average and even the first 1,000 point gain in a single day. So, what’s causing all of this? Two things: uncertainty and computers. We’ve covered issues […]
December 26, 2018 David Cross, CPM® The herd is jumping off the cliff – please don’t join them! A large part of my job as a portfolio manager is to appraise the value of companies. I buy them when I estimate that their stock price is below my appraised value and sell them when they […]
“Do I have enough money to retire?” “How do you think we’re doing for people our age?” These are the questions I’m often asked when interviewing a client to construct their financial plan. There are various formulas people use, but the truth is, it all depends upon your lifestyle. Here’s why your lifestyle matters. If […]