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Author: David Cross, CPM®, CRPC®, CDFA®

This author has written 29 articles
Read more about the article Is Your Advisor The Best One For You
  • Post category:Retirement Resources

Is Your Advisor The Best One For You

Although investing has been a part of life for centuries, times change, and so does the environment.  What used to…

Read MoreIs Your Advisor The Best One For You
Read more about the article The 2 most important things you need to reach your investment goals
  • Post category:Retirement Resources

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

I am often asked by people interviewing my company how to be successful at investing.  Most think the driving force…

Read MoreThe 2 most important things you need to reach your investment goals
Read more about the article Are we wired to fail at INVESTING?
Intelligence concept. 3D render.
  • Post category:Retirement Resources

Are we wired to fail at INVESTING?

In a word, yes. This is your brain Intelligence concept. 3D render. This is your brain on investing Asian man…

Read MoreAre we wired to fail at INVESTING?
Read more about the article Dow 22,000
  • Post category:Market Updates

Dow 22,000

A common concern we hear from investors today is that there is limited upside to investing, and people are concerned…

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Read more about the article Retirement Planning Success
  • Post category:High Net Worth Resources

Retirement Planning Success

Listen to a brief story of a couple who retired and did not know if they had enough money to…

Read MoreRetirement Planning Success
Read more about the article Estate Tax Reduction
  • Post category:High Net Worth Resources

Estate Tax Reduction

Estate Tax Reduction Video Listen to a brief story about a client who wanted to eliminate estate taxes and support…

Read MoreEstate Tax Reduction
Read more about the article U.S. Asset Management is a FINALIST
  • Post category:Financial Advisory

U.S. Asset Management is a FINALIST

NEWS RELEASE 04/20/2017 U.S. Asset Management is a finalist in Gwinnett Chamber’s IMPACT Regional Business Awards Gwinnett County (METRO ATLANTA) GA…

Read MoreU.S. Asset Management is a FINALIST
Read more about the article Dow 21,000 – What’s Next?
New York, USA - September 5, 2015: Charging Bull sculpture. The sculpture is both a popular tourist destination, as well as "one of the most iconic images of New York".
  • Post category:Market Updates

Dow 21,000 – What’s Next?

March 27, 2017 The U.S. Stock market has, let’s be honest here, soared since the election from just under 18,000…

Read MoreDow 21,000 – What’s Next?
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