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Planning

How long you will live is up to your health and your luck. How well you will live is up to you. Start planning your future today.

 

"Your StockCross investment professional is looking out for your best interest. Whether you’re a new, seasoned or prospective investor; StockCross puts your needs, goals and objectives first." 

Andrew McDonald
Managing Director - Investments
Over 20 years of industry experience

New to Investing?

Welcome and congratulations!

You are ready to start investing in your future. Your age does not matter - or what stage of life you are in, you have many exciting and potentially rewarding options to explore with StockCross.


Every investment opportunity offers its own risks and rewards. Be sure to learn about any product you are interested in, and understand that all investments carry risk of loss. For example, while some consider savings accounts and CDs to be safer - but lower yielding - than mutual funds and stocks, there are no absolutes and no guarantees. Careful planning and informed decisions will help you align the risks you are willing to take with the goals you seek and the assets available to invest.  Always read the prospectus prior to investing.


Before you invest a dime, invest some time to learn more about the stock market as just one of your potential investment options. While the decisions are yours to make, you never need to feel alone while making them. StockCross Investment Representatives, Specialists and Advisor Representatives will be with you every step of the way.

The Key components to investing as a wealth management strategy are education, diversification, allocation, and adjustment.

Education

At your fingertips, StockCross provides a wealth of the industry's best tools, independent third-party research and resources to help you understand various investments and strategies, and to monitor the market in real time; compare long and short-term trends; and analyze the performance of the investments you are considering.

When you encounter an unfamiliar term, turn to our online Glossary or contact us for a further explanation.

Timing is everything, so when you are ready to buy, sell, rollover or reallocate, we will help you execute your orders quickly and efficiently to keep your investment plan on track.

Diversification

You should not put all of your eggs into one basket; so StockCross can help you properly allocate your portfolio based upon your wealth management goals. Key factors will influence the decisions you make:
  • How much money you have to invest right now
  • How much money you plan to contribute monthly
  • Your current and future cash liquidity needs.
  • Your understanding of the products and issues you are selecting.
  • Knowing no strategy guarantees a profit or ensures against a loss.


Click here to view our current offerings.


Allocation

Just as Diversification of your investments may help reduce risk and maximize opportunities across a wide spectrum of investment opportunities, careful Allocation of your assets among the diverse products is an important part of your strategy.  

Choosing products that address your needs is a prudent and effective step in the investment process.  Although no strategy guarantees a profit or ensures against a loss, deciding how much of your assets to invest in each of those areas is just as important, and may change over time.  


Click here to view our current offerings.


Balancing and Adjusting

Patience is an essential component of investing. Part of the planning process is accounting for the many Bull and Bear markets that will affect your portfolio between today and the day you begin to withdraw your money.

The numbers you see at the close of the trading day do not determine your portfolio's long-term performance. Your choices should be based upon each investment's performance. But that is never a guarantee of future returns.

Your strategy should be reevaluated at regular calendar milestones and/or the end of market cycles depending upon your portfolio mix and investment timeline.

As your strategy dictates, StockCross can help you balance and adjust your portfolio to remain on-track to meet your long-term goals.

Invest with confidence with StockCross.

Contact Us Online

or Call (800) 225-6196

 
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Brokerage Products and Services offered by StockCross Financial Services, Inc. - Member FINRA and SIPC.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the investment company.  To obtain a prospectus contact StockCross at 800.225.6196. Read the prospectus carefully before investing.

Options involve risk and are not suitable for all investors. Detailed information on our policies and the risks associated with options can be found in the StockCross Options Application and Agreement, Customer Agreement, and by downloading the Characteristics and Risks of Standardized Options, and 2012 Supplements from The Options Clearing Corporation, or by requesting a copy from StockCross free of charge. 

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, or by requesting a copy from StockCross free of charge. 

Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

Copyright StockCross Financial Services, Inc. 2016.