Estate Tax Reduction

June 30, 2017
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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.

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 stance on China2 There are a couple of things going on here. Trump has threatened to impose tariffs on $200 billion worth of goods coming to the US from China. Part of this […]

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 can use to anticipate some of the challenges. The 3 most valuable pieces of advice […]

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. Turn off the TV. Bad news sells advertising time, and the news networks know it.  If they […]

Avoiding An Unsuccessful Marriage

February 21, 2018
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Why do people stay in unfulfilling relationships when joyful ones are possible? Even if you’ve never been involved in a one, we’ve all seen it; the relationship between two people that starts out wonderful but later dissolves.  Indifference and dissatisfaction seem to outweigh love and mutual admiration.  Marriages are not the only relationships that can […]

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 20 according to the Wall Street Journal.2 While today was a large point decline, the drop is […]