In August, stock prices surged as investors cheered positive news of a potential COVID-19 treatment and a month-long succession of upbeat economic data.
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Monthly Market Insights | September 2020
In July, stock prices climbed higher as investors focused on COVID-19 vaccine progress and better-than-expected corporate earnings reports.
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Monthly Market Insights | August 2020
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
This is how it feels to be a CrossRoads Financial client.
Do you feel this way when you interact with your current financial advisor?
Contact us to see why our clients are so happy!
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
As port of our continued commitment to support local charities, we often receive a number of sincere "Thank You" notes acknowledging our contributions. We will continue to contribute funds to help our community, especially during these tough times, when our neighbors are struggling.
CrossRoads Financial Group LLC is proud and excited to announce that Shane R. Russell - Executive Vice President and Director of Operations– has earned the Accredited Wealth Management Advisor℠ and AWMA® designation from the College of Financial Planning.
Shane has worked hard and diligently to earn this designation through the College of Financial Planning’s one-of-a-kind AWMA curriculum. The AWMA® program provides Shane with the knowledge to be able to advise clients by determining strategies to assist them in preserving, growing, and transferring their wealth.
Within the program, different sections of the course were dedicated to behavioral finance, advanced investment strategies, income tax strategies, estate planning, and working with small business owners and succession/exit planning.
We are proud of Shane and his most recent accomplishment.
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
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Breaking Down the Parts of Medicare
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Being healthy may help your personal finances.
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Putting a Price Tag On Your Health
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
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Social Media: #NewestBusinessLiabilityRisk
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
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Retiring Wild: National Parks and You
Buying a home may be your largest financial commitment. Which loan is best for your situation?
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Fixed or Variable Mortgage, Which Should You Pick?
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
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Directors and Officers Liability Insurance
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
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Social Security: The $64,000 Question
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
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Coaches
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
