Estate Tax Reduction

June 30, 2017
No Comments

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.

3 Strategies for a Volatile Market

February 26, 2018
No Comments

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 […]

Avoiding An Unsuccessful Marriage

February 21, 2018
No Comments

Why do people stay in unfulfilling relationships when joyful ones are possible? Even if you’ve never been involved in a one, we’ve all seen it; the relationship between two people that starts out wonderful but later dissolves.  Indifference and dissatisfaction seem to outweigh love and mutual admiration.  Marriages are not the only relationships that can […]

Market Correction

February 02, 2018
No Comments

Today the Dow Jones closed down 666 points or -2.54%.1 You will hear that this decline is the 3rd or 4th largest point drop of all time but in percentage terms, this does not fall in the top 20 according to the Wall Street Journal.2 While today was a large point decline, the drop is […]

Is Your Advisor The Best One For You

January 20, 2018
No Comments

Although investing has been a part of life for centuries, times change, and so does the environment.  What used to work may not produce the same results today.  Like all industries and professions, evolutions are taking place in the way money is managed and how advisors conduct business.  If you don’t have the right advisor […]

The 2 most important things you need to reach your investment goals

November 16, 2017
No Comments

by David Cross, CPM   I am often asked by people interviewing my company how to be successful at investing.  Most think the driving force is cost; whether it be using the lowest cost mutual funds, indexes, etc. or doing it yourself so as to avoid advisor related fees altogether.  Contrary to popular belief, I […]