News, Events and Insights
Ice cream, mojitos, margaritas, daycations, summer movies, concerts, or weekends at Bear Mountain or Miami. Lounging by the pool or cranking up the barbecue. It’s summer, baby! You plan to enjoy the summer, right? Of course. Go for it. But keep in mind what lurks behind all that joy, especially in your summer fun on […]
HEATHROW/MERRITT ISLAND, FLORIDA, June 26, 2025 – CrossleyShear Wealth Management, with its emphasis on comprehensive, client centric financial planning, is pleased to announce that Andrew Hall, IMC, Halifax Wealth Management of Raymond James, is merging his practice with the CrossleyShear Wealth Management team. Through this strategic merger, Hall will continue providing the same level of […]
Let’s say you’ve done everything by the book, financially speaking. You don’t overspend, put aside money for retirement, come up with a budget before making any big purchases, and have savings set aside for a rainy day. But despite your best efforts, you may sometimes sense the “What If Monster” rearing up, asking questions like, […]
Receiving an unexpected bequest of wealth can bring up a whirlwind of emotions like gratitude, grief, and even anxiety. When it’s incidental, you won’t have a prepared strategy, let alone an inheritance management plan for what to do with it. Even if you know it’s coming, having a plan ready for when it arrives can […]
You are just about to drift off, and it happens – the” What If Monster” is here with a nagging yet crucial question – What if my adult children need financial help? The cost of living is at an all-time high, and no parent wants to see their child struggling. Unexpected medical bills, job loss, […]
Right now, the ‘What-if Monster’ is tariffs.These import duties have hit the news lately, with the U.S. frequently inflicting and then removing (and then inflicting again) these taxes. This has led to uncertainty and a fear of what these levies might do to the economy. Let’s break down what tariffs are, their potential impact, and […]
When planning for your retirement, there are two types of independent retirement accounts (IRAs). A traditional IRA receives pre-tax income, and you are taxed when you withdraw or receive distributions later on. You are also taxed on any accumulated funds from interest and investments, as income tax is applied to any funds removed from the […]
Significant shifts in power can lead to interruptions in the government. With such a massive overturn as we experienced in the most recent election, the concern of a government shutdown is lurking in the minds of many. These events can lead to uncertainty about the impact on the economy, financial markets, and personal finances for […]
As we approach new economic changes, the “what-if monster” rears its head again. This time, we’re hearing worried whispers, “What if the Fed changes interest rates?” What happens if the FED decides to raise, lower, or hold the interest rate? Any change, or even stasis, could potentially have an impact on your finances. After all, […]
Group of business people cooperating while analyzing charts on desktop PC at dark office. Focus is on mid adult businessman. What If AI Challenges Traditional Investment Strategies Artificial Intelligence (AI) has the world speculating about the future, especially in the realm of investing. AI investment strategy has emerged as a groundbreaking approach, reshaping how portfolios […]
Alternative Education Options: Beyond Traditional Paths to Success College is the start of a new and rewarding life chapter. For many children, getting into their dream school is a top priority. But the waiting period for an acceptance letter can be daunting. Through this informative blog, we will discuss some alternative education options. Many parents […]
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.
Oil and its petroleum byproducts are a driving force in the global economy. It has been one of the most essential resources in the world for over a century and has brought several Middle Eastern governments unimaginable wealth. There is an arguably unlimited oil supply underground — somewhere north of 1.6 trillion barrels — but […]
Trending Investments It’s challenging to escape the noise of a bustling market, where the 24/7 news cycle on trending investments often dominates the mainstream media. This relentless coverage makes it difficult to ignore the constant hype around the next big opportunity. Even the most prudent investors can be tempted, but their temptation is tempered with […]
Retirement can appear like a dream if you base it entirely on the glossy pictures that you see put out by travel agencies and the like. Most of us can imagine a post-work life full of activities that we are truly excited to take part in. However, roughly 20% of Americans aged 50 or older […]
Election years are a time of uncertainty. Whether you are a home buyer or seller, your attention may be drawn away from real estate during the few crucial months leading up to the election. This may also cause you some concern as to whether the real estate market itself will be impacted by the election. […]
In an era of innovative mobile software, convenient online banking, and endless cyber attacks your personal data is always at risk. Digital criminals continue to become more innovative in their methods to steal both individual and large archives of personal data to enact identity theft and financial fraud. The number of possible scams and hacking […]
The Tax Cuts and Jobs Act of 2017 (TCJA) contained provisions affecting the estate tax. Along with several other provisions of the act, these changes are scheduled to sunset in 2025 unless Congress passes further legislation extending them or changing them. Wealthier individuals and families need to understand what they need to consider moving forward […]
The Tax Cuts and Jobs Act of 2017 (TCJA) contained provisions affecting the estate tax. Along with several other provisions of the act, these changes are scheduled to sunset in 2025 unless Congress passes further legislation extending them or changing them. Wealthier individuals and families need to understand what they need to consider moving forward […]
When it comes to investing, one monster looms over investors: the “what-if monster.” This monster is all those thoughts that keep you up at night as you think about the worst-case scenarios and fear that if one thing goes wrong, your entire investment strategy could be at risk. Doubt is normal, but it isn’t always […]
Summer on a budget? Discover 10 practical vacation planning tips to save money on your vacation and create unforgettable memories.
Market downturns are inevitable, and the most successful strategy during these times is to take advantage of potential values and keep your eye on your long-term financial plan. “If you wait for the robins, spring will be over.” – Warren Buffet “Whether we’re talking about socks or stocks, I like buying quality merchandise when […]
Is It Too Late to Start Investing? Investing is a great way to get your money working for you. With a solid investment strategy, you have the potential to increase the money you originally put into your investment, possibly making it easier to cover the cost of retirement, college, and more. However, many people worry […]
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Plan for your financial future by having a sound financial plan in place to manage inevitable ups and downs. This quick sneak peek explores emerging economic trends for 2024.
“HEATHROW/MERRITT ISLAND, FLORIDA, December 5, 2022 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and wealth management company based in Merritt Island and Heathrow, Florida, announced today the expansion of their team...
“HEATHROW/MERRITT ISLAND, FLORIDA, December 5, 2022 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and wealth management company based in Merritt Island and Heathrow, Florida, announced today the expansion of their team...
“HEATHROW/MERRITT ISLAND, FLORIDA, December 5, 2022 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and wealth management company based in Merritt Island and Heathrow, Florida, announced today the expansion of their team...
“HEATHROW/MERRITT ISLAND, FLORIDA, December 5, 2022 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and wealth management company based in Merritt Island and Heathrow, Florida, announced today the expansion of their team...
“What’s the market going to do?” “Why is it going down?” “What is making money?’ “Its up 500 points, should we be buying?” “Its down, should we be selling?”
When you're investing in the stock market, a variety of factors affect where and how you choose to invest your money. Current and projected interest rates are at the top of that list. With continued headlines about rising inflation, many investors have concerns about the potential for rising interest rates in the future. When interest rates increase, they can have a significant impact on the stock market, the economy, and your own investments.
HEATHROW/MERRITT ISLAND, FLORIDA, April 12, 2022 – CrossleyShear Wealth Management (CrossleyShear), a team of premier financial planning and wealth management advisors, announced today that both founding partners, Evan Shear and Dale Crossley, have been named to the Forbes’ prestigious 2022 list of America’s Best-in-State Wealth Advisors. Out of approximately 34,925 nominations, the annual ranking spotlights […]
HEATHROW/MERRITT ISLAND, FLORIDA, November 2, 2021 – CrossleyShear Wealth Management (CrossleyShear), a leading financial planning and wealth management firm based in Merritt Island and Heathrow, Florida, announced today that Evan Shear was recently named a member of Raymond James’ 2022 Chairman’s Council.* A privilege limited to a select few, membership in the Chairman’s Council acknowledges […]
When you're investing in the stock market, a variety of factors affect where and how you choose to invest your money. Current and projected interest rates are at the top of that list. With continued headlines about rising inflation, many investors have concerns about the potential for rising interest rates in the future. When interest rates increase, they can have a significant impact on the stock market, the economy, and your own investments.
HEATHROW/MERRITT ISLAND, FLORIDA, September 29, 2021 – CrossleyShear Wealth Management (CrossleyShear), a team of premier financial planning and wealth management advisors, announced today that the practice and co-founders Evan Shear and Dale Crossley have been featured in Aspioneer Magazine’s Leading Asset and Wealth Management Companies edition. Aspioneer Magazine is a publication that covers a broad […]
Corporate tax hikes have been looming large as the current administration eyes tax reform legislation with its sizable infrastructure bill. Although some businesses and investors are sounding the alarm, history shows that higher tax rates don't necessarily result in poor stock market performance. While nothing is far from certain in the stock market, observing previous stock market behavior and economic trends during times of high corporate taxes can help companies and investors chart their course
If you’re in a higher-income bracket and have been saving for retirement, you likely have a traditional IRA in your portfolio. There are two types of IRAs for individual investors: traditional and Roth. Meanwhile, businesses can set up SEP IRAs or SIMPLE IRAs. However, higher-income individual investors can also set up what are called back door Roth IRAs. You may also be able to rollover your 401k into a Roth IRA.
HEATHROW/MERRITT ISLAND, FLORIDA, February 23, 2021 – CrossleyShear Wealth Management (CrossleyShear), a team of premier financial planning and wealth management advisors, announced today that both founding partners, Evan Shear and Dale Crossley, have been named to Forbes Magazine’s prestigious list of America’s Best-in-State Wealth Advisors. The annual ranking spotlights more than 5,000 advisors who are […]
HEATHROW/MERRITT ISLAND, FLORIDA, January 27, 2021 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and wealth management company based in Merritt Island and Heathrow, Florida, announced today that Shaun Jones, AAMS®, Financial Advisor, has successfully earned the Accredited Asset Management Specialist (AAMS) designation through the College for Financial Planning. The AAMS program is designed […]
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 […]
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 […]
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. W. Dale Crossley, Jr., JD, CWS®, was recently named a member of Raymond James’ 2021 Chairman’s Council.* Membership in the Chairman’s Council is a privilege limited […]
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 […]
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.
HEATHROW/MERRITT ISLAND, FLORIDA, September 16, 2020 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and wealth management team based in Merritt Island and Heathrow, Florida, announced today the promotion of Shaun Jones to Financial Advisor. Jones joins the firm’s growing team of financial advisors having recently passed the Series 7 and 66 exams required […]
CrossleyShear's Evan Shear appeared in a GenXtra segment and discussed what steps Generation X investors can take to manage market fluctuations due to the COVID-19 pandemic and beyond.
ORLANDO, FLORIDA, August 18, 2020 – CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, announced the launch of Voyage today, their four-step financial planning process.
On Monday, April 27, Dale Crossley appeared on Fox 35 and discussed the impact of the COVID-19 pandemic on retirement planning.
On Monday, April 6, CrossleyShear's Evan Shear appeared on Fox 35 and discussed the benefits of making a budget during this time of economic uncertainty.
On Friday, March 28, CrossleyShear's Evan Shear appeared on Fox 35 and discussed continued market fluctuations as well as the economic outlook for the coming months.
On Friday, March 13th, both Dale Crossley and Evan Shear were quoted in a WFTV9 article about how the coronavirus is affecting the Florida economy.
On Friday, February 28, CrossleyShear’s Dale Crossley appeared on Fox 35 and discussed market volatility amid growing fears over the continued spread of the coronavirus. Any opinions are those of Dale Crossley and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected. […]
On Monday, February 17th, CrossleyShear’s Evan Shear talks to FOX 35 News about getting out of debt. Any opinions are those of Evan Shear and not necessarily those of Raymond James.
HEATHROW/MERRITT ISLAND, FLORIDA, February 18, 2020 – CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, announced today that founding partner of the practice and branch manager for Raymond James, Evan Shear, has been named to Forbes Magazine’s prestigious list of America’s Best-in-State Wealth Advisors. The list, which recognizes advisors from […]
ThinkAdvisor, a leading information provider for registered investment advisors and financial advisors, recently interviewed CSsports’ Evan Shear about the Seattle Seahawks’ Marshawn Lynch’s insightful advice...
Dear Valued Clients and Friends, As we take time to reflect on the year, spend time with loved ones and enjoy the season of good cheer, the team at CrossleyShear Wealth Management would like to wish you a wonderful holiday season. Thank you for your business and for placing your trust and confidence in us. […]
On Thanksgiving, CrossleyShear’s Evan Shear made a guest appearance on a Fox 35 story raising awareness of holiday shopping scams. He briefly shared valuable advice on ways to safeguard yourself against credit card fraud and online hackers. Any opinions are those of Evan Shear and not necessarily those of Raymond James.
HEATHROW/MERRITT ISLAND, FLORIDA, December 2, 2019 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and investment company based in Merritt Island and Heathrow, Florida, announced today that they were recognized on the Orlando Business Journal (OBJ) List of Top Philanthropic Companies and Organizations for the third consecutive year. The list highlights the many corporate-sanctioned […]
On Tuesday, November 19th, CrossleyShear’s Evan Shear appeared again as a guest on Fox 35. Evan discussed holiday shopping and provided insights on how to save money and avoid overspending. Any opinions are those of Evan Shear and not necessarily those of Raymond James.
HEATHROW/MERRITT ISLAND, FLORIDA, October 28, 2019 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and investment company based in Merritt Island and Heathrow, Florida, announced today that W. W. Dale Crossley, Jr., JD, CWS®, Financial Planner, was recently named a member of Raymond James Financial Services’ 2020 Chairman’s Council.* Chairman’s Council honors are presented […]
CrossleyShear’s own Evan Shear appeared on Fox 35 on Tuesday, October 15th. Evan provided insights and thoughts on allowance for kids and good practices for educating children on the value of money. He also shared his personal experiences helping his own children manage their money and spending.
Recognition follows recent launch of the practice’s CSsports division HEATHROW/MERRITT ISLAND, FLORIDA, March 13, 2019 – CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, announced today that founding partner of the practice and branch manager for Raymond James, Evan Shear, has been formally recognized by the National Football League Players […]
HEATHROW/MERRITT ISLAND, FLORIDA, March 7, 2019 – CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, recently announced that founding partner of the practice and branch manager for Raymond James, Evan Shear, has been named to Forbes Magazine’s prestigious list of Forbes’ Best-in-State Wealth Advisors for a second consecutive year. “This […]
HEATHROW/MERRITT ISLAND, FLORIDA, February 5, 2019 – CrossleyShear Wealth Management (CrossleyShear), one of the nation’s leading financial planning and wealth management practices, announced today the launch of CSsports. As a new division of the CrossleyShear parent brand, CSsports will focus exclusively on the complex financial management needs of athletes, coaches and related occupations in the […]
