Cross Wealth Management

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Cross Wealth Management Specializing in wealth management, we strive to be our client’s trusted advisor by building relationships.

For full disclosures, visit our website www.crosswealth.com

When was the last time you updated your will?
10/16/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
10/14/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
10/12/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

If you don’t have an estate strategy, here's some reasons why you should.
10/09/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Do your kids have the right stuff for college?
10/07/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and non...
10/02/2026

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and none of them may reflect yours.

Different inflation indexes may tell different stories. Here's what that could mean for you.

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
09/30/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

Learn the language of life insurance.
09/28/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
09/25/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

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2619 Northridge Parkway
Ames, IA
50010

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