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

November 16, 2017
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by David Cross, CPM

  I am often asked by people interviewing my company h

Are we wired to fail at INVESTING?

October 24, 2017
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In a word, yes.

by: David Cross, Certified Portfolio Manager

This is your brain Read More

Dow 22,000

August 31, 2017
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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. Read More

Dow 21,000 - What’s Next?

March 27, 2017

March 27, 2017

The U.S. Stock market has, let’s be honest here, soared since the election from just under 18,000 on November 8th, 2016 to over 21,000 on March 1st.  That’s a move of 1

Financial Calculators

January 13, 2017
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Financial calculators assist users with forecasting their financial future by performing commonly used calculations in business and commerce. Below are several tools we find helpful from time to time. If you know of a go