Northwestern Mutual - The Cross Wealth Management Group

For the 4th consecutive year, The Cross Wealth Management Group has been named by Forbes as one of the top 25 firms in the state of Ohio, and we are so proud to be recognized for the work we do. Our clients are at the heart of everything we do, and we wish to say “thank you” to all those who trust us to lead them financially forward. 🫶🏼

Merry Christmas and Happy New Year - from our families to yours. When we count our blessings, our clients are at the top of the list. We are grateful to serve you, and we can’t wait to see you in the new year!!

Our founder and President is currently in the desert in Scottsdale, AZ at the FORUM conference - this morning was spent celebrating the transition of NM’s CEO from John Schlifske to Tim Gerend, and also learning how various Election Day outcomes will impact our clients. Can’t wait to share this valuable insight with our clients, and help them know we are well-poised for any outcome.

Teams that play together….stay togther. Just sharing some “lighter” moments from this spring/summer with our team here at The Cross Wealth Management Group (including racing cars, golfing in The Horseshoe, and matching Nike’s)

When we aren’t at the office helping our clients build rock solid financial plans, we are strengthening a bond which allows us to do planning even better!

www.crosswealthmgmt.com

Our team here at is spending the week in Milwaukee visiting the home office of which is the amazing broker-dealer we’ve been partnered with for 19 years now.

Very fun trip so far….a lot of learning, and a little bit of celebration. (And yes….we got matching shoes shoes to celebrate the occasion!). 😎 👟

“Though we may not know them all….we owe them all.” Thankful this Memorial Day for all of our service men and women, but especially today we spend some time being pensive and remembering those that gave the ultimate sacrifice.

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at the latest inflation data and why it should be cause for concern by the Fed.

Trending Inflation Is a Cause for Caution Investors look past the trend in inflation as markets hit new highs. Get more in our Weekly Market Commentary.

Tax code can seem complicated, and it constantly changes. Working with someone who’s up to speed can make a big difference when it comes time to file.

How to Get a Bigger Tax Refund These steps could help you earn a bigger refund on your taxes this year

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at a recent investor trend and the risk it poses.

The Risk Some Investors May Be Missing A recent investor trend may be putting some folks at risk. Read more in our Weekly Market Commentary.

When you’re strategic with your retirement savings, you can minimize how much tax you’ll owe today and in retirement.

Should You Contribute to a Roth or Traditional Retirement Account? Here’s why you should consider doing both.