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

This author has written 41 articles
Read more about the article Smarter Strategies When You Sell Your Business
  • Post category:High Net Worth Resources

Smarter Strategies When You Sell Your Business

Over the years, I have helped several business owners with financial planning and investment issues involved in the sale of…

Read MoreSmarter Strategies When You Sell Your Business
Read more about the article 3 Strategies for a Volatile Market
  • Post category:Retirement Resources

3 Strategies for a Volatile Market

When the stock market falls, it’s easy to worry about your investments and question your strategy.  Here are 3 strategies…

Read More3 Strategies for a Volatile Market
Read more about the article Avoiding An Unsuccessful Marriage
  • Post category:Financial Advisory

Avoiding An Unsuccessful Marriage

Why do people stay in unfulfilling relationships when joyful ones are possible? Even if you’ve never been involved in a…

Read MoreAvoiding An Unsuccessful Marriage
Read more about the article Market Correction
  • Post category:Market Updates

Market Correction

Today the Dow Jones closed down 666 points or -2.54%.1 You will hear that this decline is the 3rd or…

Read MoreMarket Correction
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…

Read MoreDow 22,000
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