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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Terry Cross | Sep 6, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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A couple working in their kitchen together
Terry Cross | Aug 31, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
Read More
Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Terry Cross | Aug 9, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Focused young woman shopping online on her laptop
Terry Cross | Aug 2, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Terry Cross | Jul 29, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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A teenager holding a yellow and blue longboard talking to her friend
Terry Cross | Jul 19, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Stock-image
Terry Cross | Jul 12, 2022

New Home Financing Checklist

Estate Planning
Property
Finance
While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat
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Mother and child working on a laptop together
Terry Cross | Jul 5, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Terry Cross | Jun 28, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Cards-wallet
Terry Cross | Jun 21, 2022

Credit Cards versus Debit Cards

Savings
Credit
Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take
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Investing
Terry Cross | Jun 14, 2022

How to Start Investing

Investments
If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not start slow?
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Two yellow balloons with smiley faces on them
Terry Cross | Jun 7, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Office

2619 Northridge Parkway
Ames IA 50010

Contact Info

515-233-3905
tcross@crosswealth.com

     

Get in Touch

Terry D. Cross, President, and Financial Advisor. 

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