Market Correction

February 02, 2018
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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

Is Your Advisor The Best One For You

January 20, 2018
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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 ma

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