Crossvine A Financial Planning Firm

Meet our powerhouse team! Brian, Treston, Abigail, and Josh have been honored by Forbes as "Best in State Wealth Advisors" for 2024. At Crossvine A Financial Planning Firm, we are committed to excellence and integrity, transforming wealth and leading futures. #TeamCrossvine #Forbes #ForbesBestInState #BestInStateWealthAdvisor

Investors seeking to enhance their charitable giving impact can benefit from a structured approach. Integrating philanthropy into your financial plan can lead to significant financial and philanthropic benefits. At Crossvine A Financial Planning Firm, we specialize in helping clients navigate the complexities of charitable giving, ensuring that your contributions make a meaningful difference while also being tax-efficient. Learn more at https://lnkd.in/gn8HHFtP #TeamCrossvine #InvestorBehavior #CharitableGiving #TaxPlanning

The markets had a strong third quarter despite some economic bumps along the way. Here’s a timely analysis from our chief investment officer about what issues need to be resolved and what it means for investors.

Markets continue to rise, as many investors view a soft landing as a certainty. Chief Investment Officer Brent Schutte shares his view of why challenges remain.

Did you know that for those looking to maximize their impact, donating appreciated stock to charitable organizations can offer significant tax advantages. This strategy not only supports important causes but also helps to avoid capital gains taxes, thereby providing a more favorable tax outcome. We can help integrate charitable strategies into your financial planning to achieve both philanthropic and economic goals. Contact us at https://lnkd.in/gn8HHFtP for tailored advice. #TeamCrossvine #InvestorBehavior #CharitableGiving #TaxPlanning

Happy Birthday, Kristen! As our Director of Insurance Operations, your dedication and passion inspire us all. Your leadership and commitment to helping others achieve their financial goals are truly remarkable. Wishing you a year filled with joy, success, and wonderful moments. #TeamCrossvine

Happy National Savings Day! Today is all about recognizing the importance of saving. Whether it’s for an emergency fund, retirement, or charitable giving, every penny counts. Let’s make saving a priority! #TeamCrossvine #NationalSavingsDay

Cheers to 12 years, Jared and Megan! Your journey together is inspiring. Here’s to many more years of love, laughter, and happiness! #TeamCrossvine

Happy 4th wedding anniversary to Abigail and Chance! May your journey together continue to be filled with love, joy, and wonderful memories. Cheers to many more years ahead! #TeamCrossvine

Strong jobs numbers last week gave investors something to cheer about. Chief Investment Officer Brent Schutte discusses how the reported surge in new hires might affect the Fed’s thinking on future rate cuts.