David Crossman

Excess 529 Money…Hmmm, What to Do?

You diligently saved to a 529 account over the years and watched the balance grow. Now the beneficiary of that account has graduated from college – congratulations! Looking at the latest statement, yo... Read More

Earnings are Falling: What Does That Mean for the Stock Market?

The U.S. economy was in good shape heading into 2020, but the COVID-19 pandemic changed the narrative quickly. With large swaths of the economy closed for part of the first quarter, expectations for c... Read More

The Coronavirus – A Useful Reminder for Investors

2019 was a solid year for the stock market. The first three weeks of 2020 started much the same way until the threat of the Wuhan coronavirus sent markets tumbling. While the impact at this time seems... Read More

Circling Back on WeWork

Back in July when we first discussed WeWork, this fast-growing but money-losing venture was one of the most talked-about IPOs in years. At that time, we noted that it was too early to say what woul...... Read More

Will ‘WeWork’ Work in your Portfolio?

How would you like the opportunity to invest in a company whose revenues grew 105 percent last year? Sound pretty good? But would you be so quick to invest if I told you the company’s losses grew 1...... Read More

Spin-Offs: A Rude Surprise or Fantastic Opportunity?

On Tuesday, April 2nd, DowDuPont (DWDP) dropped more than 30 percent! In this case, the drop resulted from DWDP’s calculated creation of a spin-off, Dow, Inc. (DOW).  What would induce a company to...... Read More

Roth IRA: Jump Start Your Child’s Retirement Fund

Do you have a high school- or college-age child in your life? Knowing what you know now, I bet you’d like to give that special person a head start on retirement savings. Right? The good news is, if...... Read More

Tax Planning: Now’s the Time to Tackle It!

Year-end is still months away, but smart investors have already begun their tax planning. Spending time analyzing your capital-gain situation could benefit you come next April 15th, no matter what...... Read More

Dominance in The Stock Market

What do Facebook, Amazon, Netflix, and Google have in common? All are "growth" stocks and are currently dominating the stock market. Will these companies continue performing better than other compa...... Read More

Marijuana: Boondoggle Or Serious Investment?

Medicinal or recreational - it's legal in some states and not in others. Where it is legal, legitimate businesses exist and are growing. Is this industry a promising investment or a high-risk ventu...... Read More