CrossPoint Wealth

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International Keynote Speaker - Common Financial Sense

Thrilled to be the International Keynote Speaker at this year’s RF Pensions Seminar. The theme is “Flexible Solutions for Uncertainty in Retirement.”

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7 Best Tax-Free Municipal Bond Funds

Tax-free municipal bond funds are a path to higher returns and lower taxes.

I was recently quoted from US News & World Reports “7 Best tax-Free Municipal Bond Funds” https://money.usnews.com/investing/bonds/slideshows/best-tax-free-municipal-bond-funds?slide=3

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These ETFs Can Help Reduce the Risk in Your Portfolio. But They Come With Different Risks.

There’s no magic formula: Strategies that protect on the downside are going to limit gains on the upside. And they can be overly complex.

#ETF #risk #hedge

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Check out our NEW & Updated Educational Materials for sale https://www.commonfinancialsense.com/shop/

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Elections matter, but not so much to your investments https://www.commonfinancialsense.com/2020/09/17/elections-matter/

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8 Charitable Strategies Using the CARES Act https://www.commonfinancialsense.com/2020/08/29/8-charitable-strategies-using-the-cares-act/

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7 Key Roth Conversion Considerations https://www.commonfinancialsense.com/2020/07/14/7-key-roth-conversion-considerations/

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Speaking Engagements

Speaker. Writer. Speaker. Meat Lover. Speaker. Sandwich Lover.

Did I Mention Speaker?

https://www.commonfinancialsense.com/speaking-engagements/

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How to Quickly and Easily Understand Your Employee Stock Option Plan Without Being an Expert

  https://www.commonfinancialsense.com/2020/06/05/how-to-quickly-and-easily-understand-your-employee-stock-option-plan-without-being-an-expert/

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Navigating Through Volatility https://www.commonfinancialsense.com/navigating-through-volatility/

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Being a Passive Investor Puts You at Unnecessary Risk https://www.commonfinancialsense.com/being-a-passive-investor-puts-you-at-unnecessary-risk/

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How to Understand Why Active Investing Matters

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Big Five U.S. Tech Stocks Falter After 1990s-Style Surge

Shares of the biggest U.S. technology companies were well on their way to mirroring the Internet-driven 1990s bull market before they faltered last week. An index that consists of Facebook Inc., Amazon.com Inc., Apple Inc., Microsoft Corp. and Google’s owner, Alphabet Inc., surpassed its 200-day moving average by as much as 43%, according to data compiled by Bloomberg. The gap neared a peak of 55% for the Nasdaq Composite Index in March 2000, when the bull market ended. A similar comparison was made by Michael Hartnett, Bank of America Corp.’s chief global investment strategist, in a report Friday.

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Tax Free Supplemental Income for Life

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The 7 Real Costs of Owning a Mutual Fund

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Trendy Investments Are Long-Term Losers

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NEW & Updated Retirement Planning Education Materials for Purchase