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 p

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

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 st

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

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.