News, Events and Insights

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. 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 […]
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. Dale Crossley, JD, Financial Planner, was recently named a member of Raymond James Financial Services’ 2020 Chairman’s Council.* Chairman’s Council honors are presented only to those […]
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 […]
Dear Valued Clients and Friends, During this holiday season, 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 […]
Raymond James is not affiliated and does not endorse For a Day foundation.
HEATHROW/MERRITT ISLAND, FLORIDA, September 26, 2018 –  We are pleased to announce CrossleyShear’s participation in Raymond James Cares, a corporate community involvement initiative during the month of August, that encourages advisors and associates to make a difference in their communities. While CrossleyShear participates in community services and charitable giving throughout the year, we are proud […]
HEATHROW/MERRITT ISLAND, FLORIDA, June 13, 2018 – CrossleyShear Wealth Management (CrossleyShear), a team of advisors who offer premier financial planning and wealth management services, officially announced today the completion of a corporate-wide rebranding effort. The launch is the culmination of a fourteen-month project dedicated to creating a corporate brand identity that mirrors the company’s culture, […]

Find us on Facebook