Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
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Protecting Your Home Against Flood Loss
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
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The Value of Insuring Against Life’s Risks
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
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Stay Safe with a B.O.P. At Your Back
Have a kid heading off to college? Here are a few tips.
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A Cheat Sheet for Sending Your Kid to College
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
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
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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A Fruitful Retirement: Social Security Benefit
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
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All Muni Bonds Are Not Created Equal
How much do you know about stocks?
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How Stocks Work
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
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
M0 is the total of all physical currency worldwide. What’s it look like?
CROSSWINDADVISORS.COM
How Big is Money?
Does your business have a retirement strategy that fits your short, long-term needs?
CROSSWINDADVISORS.COM
Choosing a Retirement Plan that Fits Your Business
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
CROSSWINDADVISORS.COM
Protecting Your Home Against Flood Loss
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
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
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
M0 is the total of all physical currency worldwide. What’s it look like?
CROSSWINDADVISORS.COM
How Big is Money?
