From the Desk of Dale Crossley and Evan Shear | Q3 2025
We hope this latest edition of The Journey finds you thriving. While the markets continue to fluctuate this year, we remain confident in our collective ability to weather the storm and sail smoothly to the other side. In our twenty-five years of guiding clients with sound financial planning, we’ve seen that periods like this always come and go. What makes the difference is your ability to learn from the past, stay grounded in the present, and keep an eye on what’s ahead.
In that spirit, this quarter’s edition of The Journey will start by looking back before setting our sights on what’s next here at CrossleyShear.
Looking Back: 3-Day Royal Caribbean Utopia of the Seas Cruise Recap
We recently set sail on an incredible 3-day Royal Caribbean cruise, joined by a fantastic group of CrossleyShear employees and valued clients. It was the perfect blend of connection, relaxation, and fun.
Day 1 kicked off with a warm welcome aboard and a group dinner at Chops Grille. The evening was filled with great food, laughter, and meaningful conversations that set the tone for the rest of the trip.
Day 2 brought us to the beautiful Bahamas, where everyone enjoyed the freedom to explore at their own pace, whether lounging on the beach, adventuring onshore, or simply soaking in the island vibes. Evenings on board were nothing short of fantastic. From live performances to music and games, there was something for everyone.
Day 3 was a highlight as we spent the day on Royal Caribbean’s private island, enjoying private cabanas that offered a luxurious, relaxing escape. It was the perfect way to wrap up a memorable getaway.
To the wonderful clients who joined us—thank you. Your presence made this experience truly special. We’re grateful for the opportunity to spend time together, and we look forward to many more shared moments ahead through sound financial planning.
Looking Ahead: Upcoming Speaker Series with Marc Milstein
You won’t want to miss the second installment of our ongoing Speaker Series. In July, our first featured guest, author and CNBC contributor Joseph M. Terranova, shared valuable insights that challenged and inspired us—and we expect nothing less this time around.
Join us on Tuesday, November 18, 2025, at 4:00 PM, for an engaging webinar with brain health researcher Dr. Marc Milstein, author of The Age-Proof Brain: New Strategies to Improve Memory, Protect Immunity, & Fight Off Dementia.
Dr. Milstein is known for translating cutting-edge research into actionable strategies. His focus areas include:
• Age-proofing your brain
• Achieving game-changing sleep
• Managing stress and anxiety
• Boosting overall happiness
• Avoiding burnout
We look forward to learning practical, science-backed tips for improving brain health, so we can maximize productivity, energy, and longevity in the days and years ahead.
Moving Forward With CrossleyShear
Whatever the future holds, sound financial planning remains the best foundation for staying steady and making confident decisions. That’s what drives us at CrossleyShear. Whether you need to make adjustments or simply confirm you’re still on track, we’re here for you.
Don’t hesitate to reach out. We’re ready to come alongside you and support you on your journey.
Evan & Dale
Any opinions are those of CrossleyShear Wealth Management and not necessarily those of Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. All opinions are as of this date and are subject to change without notice. Past performance is not a guarantee of future results.
