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Financial Calculators

Financial calculators assist users with forecasting their financial future by performing commonly used calculations in business and commerce. Below are…

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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…

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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…

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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…

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Are we wired to fail at INVESTING?

In a word, yes. This is your brain This is your brain on investing Investing is part of life.  How…

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Financial Planning – It’s what we do

Financial Planning Success Your financial success depends on a well thought out financial plan that is updated annually. As your…

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Don’t let long term care costs destroy your retirement

When we construct a financial plan for our clients we always ask about long term care because we often hear…

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Mutual Funds, What are They? David Cross, US-AM

What is a mutual fund? Mutual funds were invented over 100 years ago to serve the needs of small investors…

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Bonds, what are they?

What is a bond? A bond is a loan.  How is that for simple?  Bonds are commonly referred to as “fixed-income”…

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Stock, what is it? David Cross, US-AM

Stock is a share or percentage of ownership in a company. Owners are entitled to a share of the company’s…

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