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.

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 […]

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 managed and how advisors conduct business.  If you don’t have the right advisor […]

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 how to be successful at investing.  Most think the driving force is cost; whether it be using the lowest cost mutual funds, indexes, etc. or doing it yourself so as to avoid advisor related fees altogether.  Contrary to popular belief, I […]

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         This is your brain on investing         Investing is part of life.  How well you do it determines whether life’s stages and their associated costs are ushered in smoothly or with a lot of […]

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. Those were very difficult times. While I do believe we will see a recession at some point soon, I […]