Estate Tax Reduction

June 30, 2017
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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.

Financial Planning Insights

October 17, 2018
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“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 […]

7th Market Update

October 08, 2018
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Something interesting happened in the stock market last week called ROTATION. We saw the stock market pull back from it’s high, as investors started to wonder if maybe the peak in the market is in.  Unemployment is now the lowest it’s been since 1969 which is great, but interest rates are now starting to move […]

6th Market Update 6-26

June 27, 2018
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June 26, 2018 Yesterday, the stock market dropped over 400 points1 at the bottom as the market reacts to: President Trump’s tough stance on China2 There are a couple of things going on here. Trump has threatened to impose tariffs on $200 billion worth of goods coming to the US from China. Part of this […]

Smarter Strategies When You Sell Your Business

April 13, 2018
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By: David Cross, CPM April 2018 Over the years, I have helped several business owners with financial planning and investment issues involved in the sale of their business. While everyone has their own unique story, there are smart strategies you can use to anticipate some of the challenges. The 3 most valuable pieces of advice […]

3 Strategies for a Volatile Market

February 26, 2018
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3 Strategies for a Volatile Market By David Cross, CPM®   When the stock market falls, it’s easy to worry about your investments and question your strategy.  Here are 3 strategies to help you relax during volatile markets. Turn off the TV. Bad news sells advertising time, and the news networks know it.  If they […]