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For the Fourth Consecutive Year, CrossleyShear Wealth Management Recognized as One of the Region’s Top Philanthropic Companies

HEATHROW/MERRITT ISLAND, FLORIDA, December 10, 2020 – CrossleyShear Wealth Management (CrossleyShear), a premier financial planning and wealth management team based in Merritt Island and Heathrow, Florida, announced today they were recognized for the fourth consecutive year on the Orlando Business Journal (OBJ) List of Top Philanthropic Companies and Organizations. The list acknowledges metro Orlando businesses with a physical presence or office in Orange, Seminole, Osceola and Lake Counties that deserve recognition in the community for their valuable corporate-sanctioned giving and volunteer programs.

CrossleyShear has consistently fostered a culture of social responsibility among its employees and traditionally contributes both financial support and hands-on volunteer time to benefit many local and national charities. In 2019, the company committed its efforts to providing much-needed financial support to local organizations that are personally meaningful to the team, including the Holocaust Memorial Resource and Education Center of Florida, Tools 4 Seminole Schools and The Treatment Advocacy Center. They also provided support to several national organizations hand selected by the team including St. Jude Children’s Research Hospital and Boys and Girls Club of America.

“This is an honor that’s extremely meaningful to our entire team because it demonstrates our commitment over the past four years to make a consistent and concerted effort to foster a deeply philanthropic corporate culture. With 2020 being such a challenging year, we’re pleased to continue making an impact,” stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management and CERTIFIED FINANCIAL PLANNER™ professional. “We understand that charities are really feeling the decrease in funding due to the economic downturn from COVID-19. At the same time, charitable organizations are challenged with maintaining their level of support while meeting a dramatic increase in demand over last year. This year, more than ever, we’re proud to be able to carry on our tradition of supporting both local and national charities.”

“In addition to our team’s charitable efforts, we also get great satisfaction by helping our clients maximize their contributions to their favorite charitable organizations. Due to the recent CARES Act, we’re currently helping clients navigate the changes and determine the best way to strategize their contributions,” stated Dale Crossley, Co-Founder of CrossleyShear Wealth Management, Branch Manager and Financial Planner – RJFS. “Required Minimum Distributions (RMD) from an IRA are often earmarked as a charitable donation to help offset tax liability in the form of a Qualified Charitable Distribution (QCD). This year, however, RMDs are temporarily suspended. Clients are pleased to learn that they can still achieve their charitable goals despite the CARES Act and we’re honored to help them in the most tax efficient way possible.”

The advisors at CrossleyShear manage $600 million in client assets* and offer a wide variety of services, including retirement planning, investment and asset management, trust and estate planning, education planning and executive wealth management. The company also serves the complex financial and wealth management needs of sports professionals through CSsports, a division of CrossleyShear Wealth Management.

To learn more about CrossleyShear Wealth Management and the team’s financial planning and wealth management solutions, visit CrossleyShear.com. For more information about CSsports, visit CSsports.net.

About CrossleyShear Wealth Management | Since 1998, CrossleyShear Wealth Management has served as a premier financial planning team dedicated to helping provide clients and families with innovative financial solutions and wealth management strategies. With offices in Heathrow and Merritt Island, Florida, the company’s tailored customer care philosophy and customized planning process helps empower its clients to achieve their financial goals and financial independence. For more information about CrossleyShear Wealth Management and its client-centric approach to financial planning, visit CrossleyShear.com.

About CSsports | CSsports is a division of CrossleyShear Wealth Management exclusively dedicated to serving the unique needs of sports professionals. Our success is driven by a promise to deliver personalized care and customized solutions for all aspects of our client’s financial life – before, during and after their sports career – ranging from everyday spending advice and retirement planning to managing investments, insurance, college savings and business planning. Visit CSsports.net to learn more about our sport’s professional services and solutions.

1515 International Parkway, Suite 2019, Heathrow, FL 32746 | 407.215.7575

2395 N. Courtenay Parkway, Suite 201, Merritt Island, FL 32953 | 321.452.0061

*As of 12/2020.

This ranking is not based in anyway on providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with Orlando Business Journal.

*Trust services offered through Raymond James Trust, N.A., a subsidiary of Raymond James Financial, Inc. CrossleyShear Wealth Management and CSsports are not registered broker dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Happy Holidays from CrossleyShear

Dear Valued Clients and Friends,

We hope this letter finds you and your loved ones well and enjoying the holiday season. We truly thank you for your business and for placing your trust and confidence in us all throughout the year. As this challenging year draws to a close, continuing our tradition of giving back in honor of our clients seems especially fitting. We’re very pleased to once again have each team member and their family select a charity to be the recipient of a CrossleyShear Wealth Management donation. Near and dear to our hearts, we have each selected the following charities for a donation.

Evan Shear, CERTIFIED FINANCIAL PLANNER™
Our family’s choice this year has been especially difficult to narrow down. This has been a very trying year for many of us as we have personally seen so many close to us struggle with mental illness, addiction, cancer, COVID-19, and a number of other illnesses and disorders. As many of you know, we lost my mother, Sheila Shear, unexpectedly in July this year. Although not the cause of her passing, she had been battling kidney issues throughout her life. We have decided to make this year’s donation in her honor and memory to The American Kidney Fund.

Dale Crossley, JD, Financial Planner
This year, I’ve selected Canines for Disabled Children for a donation. Their mission is to help children with medical needs gain more independence with the use of a service dog. I have witnessed first-hand the positive life changes, companionship and joy a service dog brings to a child with special needs with my own son and his complex medical issues. My youngest daughter has dedicated countless hours of service to this organization and has taken her own road in humanitarian service. I am honored to contribute and share in her passion for such a worthy cause.

Karin Hobin, Marketing Director
My family’s choice this year is Harvest Time International, a nonprofit humanitarian organization with a mission to bring help and hope to those who need it most. For more than 25 years, they have distributed much-needed supplies in times of disaster and supported our communities by providing food, clothing, and household essentials to children and families in need of help. This local organization is really making
a difference in our community during these difficult times.

Shaun Jones, Financial Advisor
I am thrilled that the Pancreatic Cancer Action Network is my charity of choice. I selected this foundation because my stepfather battled pancreatic cancer and their mission is very important to me. All donations support much needed patient programs, research, clinical initiatives, and advocacy.

Jenny VanTassel, Client Services Associate
This year, our family would like to donate to the Celiac Disease Foundation. Celiac disease is one of the most prevalent genetic autoimmune diseases and is often overlooked for funding and research. Diagnosed individuals have difficult symptoms to endure and have little knowledge and understanding of their disease due to under-diagnosing and a lack of awareness.

Tracy Stuck, Operation Coordinator
Due to COVID-19 and the economic downturn, many homeless students or students of low-income households have felt the burden. As a single Mom with an adult son, I understand these struggles and I’ve been touched to see how schools have stepped up to support these students. There is an urgent need, which is why I am proud to put my support behind The Foundation. Food, school supplies and essential items are necessary for students to thrive and The Foundation is helping get students exactly what they need during this difficult time.

Catalina Mejia-Hensel, Financial Advisor
Our family would like to donate to the Boys and Girls Club this year. The club promotes a safe and
positive environment for youth and teenagers to reach their full potential as productive, kind and responsible citizens.

We hope the holiday brings you great joy and we wish you much health and prosperity in 2021!

Evan, Dale, Karin, Shaun, Jenny, Tracy and Catalina

Raymond James is not affiliated with any of the above-mentioned organizations.

W. Dale Crossley Named Member of Raymond James’ 2021 Chairman’s Council For Second Consecutive Year

ORLANDO, FLORIDA, October 29, 2020 – CrossleyShear Wealth Management (CrossleyShear), a premier financial planning and wealth management practice based in Merritt Island and Heathrow, Florida, announced today that W. Dale Crossley, JD, was recently named a member of Raymond James’ 2021 Chairman’s Council.* Membership in the Chairman’s Council is a privilege limited to a select few representing Raymond James’ top-achieving advisors. Chairman’s Council honors are earned by financial advisors who have demonstrated not only the utmost in client-centric care, but the highest level of fiduciary integrity.

“I’m extremely honored to once again be named to this prestigious group,” stated Dale Crossley, Co-Founder of CrossleyShear Wealth Management. “It’s humbling for me and the entire team to be recognized among the nation’s leading advisors. Most importantly, it’s a tribute to the hard work and commitment our team demonstrates on a daily basis caring for our client’s needs and delivering financial confidence, especially in light of these unprecedented times.”

Dale Crossley co-founded CrossleyShear with Evan Shear in 1998 and has over 24 years of experience building comprehensive financial plans and providing wealth management strategies. He earned a Juris Doctorate from Barry University and holds both a Master of Science in Business Management from Florida Institute of Technology and a Bachelor of Arts degree from Rollins College.

The advisors at CrossleyShear manage more than $560 million in client assets** and offer a wide variety of services, including retirement planning, investment and asset management, trust and estate planning, education planning and executive wealth management. The company also serves the complex financial and wealth management needs of sports professionals through CSsports, a division of CrossleyShear Wealth Management.

To learn more about CrossleyShear Wealth Management and the team’s financial planning and wealth management solutions, visit CrossleyShear.com. For more information about CSsports, visit CSsports.net.

About CrossleyShear Wealth Management | Since 2003, CrossleyShear Wealth Management has served as a premier financial planning team dedicated to helping provide clients and families with innovative financial solutions and wealth management strategies. With offices in Heathrow and Merritt Island, Florida, the company’s tailored customer care philosophy and customized planning process helps empower its clients to achieve their financial goals and provide financial independence for those that matter most. For more information about CrossleyShear Wealth Management and its client-centric approach to financial planning, visit CrossleyShear.com.

About CSsports | CSsports is a division of CrossleyShear Wealth Management exclusively dedicated
to serving the unique needs of sports professionals. Our success is driven by a promise to deliver personalized care and customized solutions for all aspects of our client’s financial life – before, during and after their sports career – ranging from everyday spending advice and retirement planning to managing investments, insurance, college savings and business planning. Visit CSsports.net to learn more about our sport’s professional services and solutions.

About Raymond James Financial Services
Raymond James Financial Services, Inc., is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $824 billion*.

Trust services offered through Raymond James Trust, N.A., a subsidiary of Raymond James Financial, Inc. CrossleyShear Wealth Management and CSsports are not registered broker dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

*Past performance is not indicative of future results. Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

** As of 10/1/2020.

1515 International Parkway, Suite 2019, Heathrow, FL 32746 | 407.215.7575

2395 N. Courtenay Parkway, Suite 201, Merritt Island, FL 32953 | 321.452.0061

Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. CrossleyShear Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

CrossleyShear Wealth Management’s Catalina Mejia-Hensel Celebrates Three Years of Client Care

CrossleyShear Wealth Management is excited to announce Catalina Mejia-Hensel recently celebrated her three year anniversary with the team. Since joining the company in 2017, she has earned both her Series 7 and 66 licenses and experienced tremendous success partnering with clients to help ensure their financial planning aligns with both their present day needs and long-term aspirations.  Fluent in both English and Spanish, Catalina particularly enjoys using her language skills to help Spanish-speaking clients clearly understand the complexities and nuances of their financial planning.

“Catalina has been providing exemplary care and thoughtful guidance to her clients since she joined the team three years ago,” stated Dale Crossley, Co-Founder of CrossleyShear Wealth Management, Branch Manager and Financial Planner – RJFS. “We’re proud to have Catalina on our team of advisors. She’s extremely dedicated to her clients and works tirelessly to make sure that each and everyone of her clients has the confidence that the financial future of their dreams is well within reach,” added Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, and CERTIFIED FINANCIAL PLANNER™ professional.

Visit CrossleyShear.com to learn more about Catalina and CrossleyShear Wealth Management’s financial planning and wealth management solutions. For more information about CSsports, the company’s professional sports division, visit CSsports.net.

 About CrossleyShear Wealth Management | Since 1998, CrossleyShear Wealth Management has served as a premier financial planning team dedicated to helping provide clients and families with innovative financial solutions and wealth management strategies. With offices in Heathrow and Merritt Island, Florida, the company’s tailored customer care philosophy and customized planning process helps empower its clients to achieve their financial goals and financial independence. For more information about CrossleyShear Wealth Management and its client-centric approach to financial planning, visit CrossleyShear.com.

About CSsports | CSsports is a division of CrossleyShear Wealth Management exclusively dedicated to serving the unique needs of sports professionals. Our success is driven by a promise to deliver personalized care and customized solutions for all aspects of our client’s financial life – before, during and after their sports career – ranging from everyday spending advice and retirement planning to managing investments, insurance, college savings and business planning. Visit CSsports.net to learn more about our sport’s professional services and solutions.

1515 International Parkway, Suite 2019, Heathrow, FL 32746 | 407.215.7575

2395 N. Courtenay Parkway, Suite 201, Merritt Island, FL 32953 | 321.452.0061

*Trust services offered through Raymond James Trust, N.A., a subsidiary of Raymond James Financial, Inc. CrossleyShear Wealth Management and CSsports are not registered broker dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Truth About the Presidential Election and Your Portfolio

– Evan Shear, CFP® and Dale Crossley, JD, CrossleyShear Wealth Management

As we approach the last stretch of the 2020 presidential election, we know many of our clients and other investors are wondering how their portfolios will fare after a winner is declared. Typically, every candidate tries to woo voters by claiming they will make the economy stronger and that their rival will be bad news to the markets. As an investor, such talk will likely leave you wondering how the outcome of the election will affect your portfolio. So, what do the facts from historical data say?

The Party in the White House Doesn't Dictate the Performance of the Market
When it comes to the performance of the stock market, it doesn't matter which party wins the election. Data shows that in 19 of the past 23 election years from 1928 to 2016, the S&P 500 had a positive return of approximately 11%. Yet, we had both Republican and Democratic presidents in that period. Thanks to this data, no party can claim to have a better track record on market performance. However, stocks tend to do better when Congress is evenly split between Republicans and Democrats, most likely thanks to the checks and balances that this scenario provides.

Stay Invested Regardless of Who is in Power
During election periods, you are likely to see some signs of market volatility. This might tempt you to sell your investments and focus elsewhere. However, studies show that the portfolios that do best are those that stay invested regardless of the party in power. On the other hand, portfolios whose owners invested only when their preferred party was in office underperformed overwhelmingly. As an investor, it's wise to avoid moving in and out of the market based on how the political winds blow.

Don't Expect Radical Economic Changes that will Affect Your Portfolio
Sometimes we feel that a new candidate might introduce policies that will disrupt the markets significantly. However, this isn't exactly true. Regardless of any major policy changes introduced by new governments, the Dow Jones has typically averaged returns of around 10% each year over the past century.

Also, the outcome of major legislation is often unpredictable. For example, experts thought that the Affordable Care Act would make it difficult for small businesses to hire, but surprisingly over 8.6 million jobs have been created since 2010. Also, the Tax Cut and Jobs Act was created to boost business investments, yet its impact is yet to be felt.

Monetary Policy Matters More
Although we all expect the executive branch to be the driving force of the economy, it turns out that the feds play a bigger role. The monetary policies introduced by the Fed have more impact on the financial conditions, and data shows they can help or hurt any president regardless of their political affiliations. For instance, data shows that President Obama benefitted from generous interest rates during his term while President Trump was hurt by tighter measures during his first two years.

You Shouldn't be Overly Concerned About What Happens in Washington
The fact is, markets don't care much about the politics of the day. Some of the best market returns have been achieved even when an overwhelming number of voters polled felt the administration of the day was underperforming. Therefore, we don't believe our clients or any other investor should make their investments based upon what's happening on the political scene.

Key Takeaway
Although elections can have short-term effects on the stock markets, things typically return to normal after this period. It's okay to be concerned by some of the headlines and predictions, but don't be tempted to make an emotional decision. If you want to meet your investment goals, we believe that you should try to ignore the chatter, don't let politics drive your investment decisions and most importantly, focus on your long-term financial plan.

Sources:
https://www.thebalance.com/presidential-elections-and-stock-market-returns-2388526
https://www.invesco.com/us-rest/contentdetail?contentId=5991eabf45272710VgnVCM1000006e6b50aRCRD

Any opinions are those of the author and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance does not guarantee future results.

*Trust services offered through Raymond James Trust, N.A., a subsidiary of Raymond James Financial, Inc. CrossleyShear Wealth Management and CSsports are not registered broker dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. CrossleyShear Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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