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State of the Market – August 19, 2021

Last February we correctly estimated that the Dow Jones Industrial Average was severely undervalued and posted our forecast that the Dow…

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Dow Jones Industrial Average Update

Our latest assessment of the 1 year and 3 to 5-year potential return for the Dow Jones Industrial Average: (click…

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USAM Daily Risk Analyzer

We have and continue to be long-term investors with an eye on where we think stock prices could be in…

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Fast Growing U.S. Companies
(Ranked by Sales Growth)

When it comes to investing, stock returns tend to be correlated to the fastest growing companies.  With this in mind,…

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Dividend Stocks for Income

We are living in the era of the lowest interest rates in recent history.  Not since the 1950’s have interest…

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The GameStop Debacle Explained

I have had a lot of questions lately about what is going on with GameStop and what is causing the…

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2020 Pre-Election Market Update

We’ve had several requests for our thoughts on the market and how the upcoming election, the President’s health, Covid spread,…

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Buy Low and Sell High, Right? WRONG!

Nearly everyone has heard the old saying, “Buy low and sell high” but I believe that nugget of “wisdom” has…

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A Surprising Investing Lesson from the Great Depression

I believe the Pandemic of 2020 will go down in history as a first ever economic event in the sense…

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Smart Money Indicator – Hedgers Combo

One of the tools that we find helpful is a short-term indicator that reflects protective put option positions of large…

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Important Market Update – 3/9/2020

I really don’t like writing updates like this but I feel like it is an efficient way for me to…

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USAM Dow Jones Industrial Average Target

February 28, 2020 The US stock market has fallen rapidly in response to investors seeking to reduce risk in the…

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Tracking Money Flows

Over the last 12 months, investors have continued to sell stocks and buy bonds with $171 billion leaving stocks and…

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Risks and Opportunities – 2020 – part 2

As I mentioned in the last article, we see limited upside potential for US stocks in 2020.  Our estimate of…

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Risks and Opportunities – 2020

Investment markets in the US performed well in 2019, but investing hasn’t been nearly as easy for stock pickers unless…

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Equitable Divorce Settlements Should Include Intangible Assets

For most people, divorce is an emotionally exhausting process, and, without proper planning, the financial impact may be devastating. I…

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Is the Next Major Stock Market Decline Looming?

Portfolio Insights Financial market commentators seem to change their minds daily about the outlook for the stock market.  One day…

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Losing Money AND Paying Taxes? There may be a better way

CPA’s listen up!  As you begin preparing tax returns, some of your clients may have lost money last year but…

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This isn’t your dad’s stock market any more

Lately, we have seen unprecedented volatility in the US stock market with swings in excess of a thousand points in…

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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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10th Market Update

The herd is jumping off the cliff  A large part of my job as a portfolio manager is to appraise…

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Do I have enough to retire?

“How do you think we’re doing for people our age?” This is the question I’m often asked when interviewing a…

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7th Market Update

Something interesting happened in the stock market last week called ROTATION. We saw the stock market pull back from it’s…

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6th Market Update 6-26

June 26, 2018 Yesterday, the stock market dropped over 400 points1 at the bottom as the market reacts to: President…

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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…

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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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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…

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Market Correction

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

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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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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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Retirement Planning Success

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

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Estate Tax Reduction

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

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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…

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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…

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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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