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by: David Cross, CPM® ,CDFA®, CRPC® Exactly 1 year ago, the Dow Jones Industrial Average was at 34,049. As of…
Last February we correctly estimated that the Dow Jones Industrial Average was severely undervalued and posted our forecast that the Dow…
Our latest assessment of the 1 year and 3 to 5-year potential return for the Dow Jones Industrial Average: The…
We have and continue to be long-term investors with an eye on where we think stock prices could be in…
We are living in the era of the lowest interest rates in recent history. Not since the 1950’s have interest…
I have had a lot of questions lately about what is going on with GameStop and what is causing the…
We’ve had several requests for our thoughts on the market and how the upcoming election, the President’s health, Covid spread,…
Nearly everyone has heard the old saying, “Buy low and sell high” but I believe that nugget of “wisdom” has…
I believe the Pandemic of 2020 will go down in history as a first ever economic event in the sense…
I really don’t like writing updates like this but I feel like it is an efficient way for me to…
February 28, 2020 The US stock market has fallen rapidly in response to investors seeking to reduce risk in the…
Over the last 12 months, investors have continued to sell stocks and buy bonds with $171 billion leaving stocks and…
As I mentioned in the last article, we see limited upside potential for US stocks in 2020. Our estimate of…
Investment markets in the US performed well in 2019, but investing hasn’t been nearly as easy for stock pickers unless…
For most people, divorce is an emotionally exhausting process, and, without proper planning, the financial impact may be devastating. I…
Portfolio Insights Financial market commentators seem to change their minds daily about the outlook for the stock market. One day…
CPA’s listen up! As you begin preparing tax returns, some of your clients may have lost money last year but…
Lately, we have seen unprecedented volatility in the US stock market with swings in excess of a thousand points in…
Financial calculators assist users with forecasting their financial future by performing commonly used calculations in business and commerce. Below are…
The herd is jumping off the cliff A large part of my job as a portfolio manager is to appraise…
“How do you think we’re doing for people our age?” This is the question I’m often asked when interviewing a…
Something interesting happened in the stock market last week called ROTATION. We saw the stock market pull back from it’s…
June 26, 2018 Yesterday, the stock market dropped over 400 points1 at the bottom as the market reacts to: President…
Over the years, I have helped several business owners with financial planning and investment issues involved in the sale of…
When the stock market falls, it’s easy to worry about your investments and question your strategy. Here are 3 strategies…
Why do people stay in unfulfilling relationships when joyful ones are possible? Even if you’ve never been involved in a…
Today the Dow Jones closed down 666 points or -2.54%.1 You will hear that this decline is the 3rd or…
Although investing has been a part of life for centuries, times change, and so does the environment. What used to…
I am often asked by people interviewing my company how to be successful at investing. Most think the driving force…
In a word, yes. This is your brain This is your brain on investing Investing is part of life. How…
A common concern we hear from investors today is that there is limited upside to investing, and people are concerned…
Listen to a brief story of a couple who retired and did not know if they had enough money to…
Estate Tax Reduction Video Listen to a brief story about a client who wanted to eliminate estate taxes and support…
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…
March 27, 2017 The U.S. Stock market has, let’s be honest here, soared since the election from just under 18,000…
Financial Planning Success Your financial success depends on a well thought out financial plan that is updated annually. As your…
When we construct a financial plan for our clients we always ask about long term care because we often hear…
What is a mutual fund? Mutual funds were invented over 100 years ago to serve the needs of small investors…
What is a bond? A bond is a loan. How is that for simple? Bonds are commonly referred to as “fixed-income”…
Stock is a share or percentage of ownership in a company. Owners are entitled to a share of the company’s…
