Is the Next Major Stock Market Decline Looming?

February 11, 2019
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Portfolio Insights

By David Cross, CPM

Losing Money AND Paying Taxes? There may be a better way.

January 31, 2019
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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

This isn’t your dad’s stock market any more

January 18, 2019
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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

10th Market Update

December 27, 2018
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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 bu

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