Cross Wealth Management

Cross Wealth Management

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When Heirs are Imperfect 07/10/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

When Heirs are Imperfect The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Quarterly Market Insights | July 2026 07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

Social Security Tax Estimator 07/06/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Social Security Tax Estimator Estimate how much of your Social Security benefit may be subject to federal income tax.

Fixed or Variable Mortgage, Which Should You Pick? 07/03/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

Fixed or Variable Mortgage, Which Should You Pick? When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Inflation and the Real Rate of Return 06/29/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Inflation and the Real Rate of Return Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

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2619 Northridge Parkway
Ames, IA
50010