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.
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 […]
In a word, yes. by: David Cross, Certified Portfolio Manager This is your brain This is your brain on investing Investing is part of life. How well you do it determines whether life’s stages and their associated costs are ushered in smoothly or with a lot of […]
A common concern we hear from investors today is that there is limited upside to investing, and people are concerned with the potential for another cataclysmic decline like the one we saw in 2008 and 2009. Those were very difficult times. While I do believe we will see a recession at some point soon, I […]
It is a very exciting time at U.S. Asset Management. First, we were thrilled to announce our grand opening to the community with a ribbon cutting hosted by the Gwinnett Chamber on November 10. 2017…
Join us for an EXCLUSIVE Event where we will taste a rare bourbon – Old Rip Van Winkle 10 year. RSVP to Karen Karl at 678-896-0696 or email us at firstname.lastname@example.org