U.S. Asset Management

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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 her family and support favorite …

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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 – U.S. Asset Management has …

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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 on November 8th, 2016 to …

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Financial Planning Suwanee, financial planning Dacula
Retirement Resources

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 net worth grows, so do …

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financial planning Lawrenceville, financial advisors Braselton
Retirement Resources

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 concerns like “who will pay …

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mutual funds Suwanee, financial advisors Lawrenceville
Retirement Resources

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 and they are still popular …

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investment advisor Suwanee, investment advisor Lawrenceville
Retirement Resources

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” securities (remember, people in finance …

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money management Lawrenceville, financial advisors Dacula
Retirement Resources

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 assets and earnings.  If you …

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