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Locality: Irvine, California

Phone: +1 949-250-3210



Address: 2600 Michelson Dr. Suite 1460 92612 Irvine, CA, US

Likes: 132

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Kevin Crosby 09.05.2021

What’s one financial concept you wish you knew more about? Let me know!

Kevin Crosby 22.04.2021

As the economy continues to re-open, Ameriprise Chief Market Strategist David Joy sums up strengths in manufacturing, demand and consumer confidence.

Kevin Crosby 12.04.2021

Stock prices are high, and investors are optimistic. Chief Market Strategist David Joy summarizes conditions and potential for a market correction.

Kevin Crosby 24.03.2021

Stock prices face headwinds amid rising rates and inflation fears. Global Market Strategist Anthony Saglimbene sums up conditions and considerations.

Kevin Crosby 19.03.2021

Bond yields increased for the fourth straight week. Chief Market Strategist David Joy discusses implications for stock prices.

Kevin Crosby 10.03.2021

On Thursday, February 25th at 5:30pm, I'll be hosting my second webinar of 2021. This time the webinar will focus on those that are within a few years of retirement and are looking for strategies to create their "retirement paycheck". If you know of anybody that has retirement on the horizon, I'd appreciate you sharing this link with them. Thank you! https://www.ameripriseadvisors.com/kevin.crosby/events

Kevin Crosby 27.02.2021

Reminder, this evening at 5:30pm I will be hosting a webinar on creating your "retirement paycheck". Link to join the webinar is below. Hope you can make it! https://www.ameripriseadvisors.com/kevin.crosby/events/

Kevin Crosby 26.02.2021

IRAs and Roth IRAs offer potential tax benefits today and when you retire. Want to know more? Let’s talk.

Kevin Crosby 24.02.2021

The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. I can review your RMDs to help you avoid a big tax penalty.

Kevin Crosby 21.02.2021

Investment and market drivers are generally in tension, often creating a simultaneous bull and bear case for stocks. What factors do you think will influence market behavior the most in 2021? #AmeripriseResearch

Kevin Crosby 16.02.2021

Is there a light at the end of the tunnel for the U.S. economy? Ameriprise Chief Economist Russell Price summarizes what could either stall or reinvigorate economic activity this year.

Kevin Crosby 04.02.2021

Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits.

Kevin Crosby 21.01.2021

Tomorrow at 5:30pm I'll be hosting an educational webinar on the basics of personal finance. We will dive into the topics of budgeting, debt management, investing, and saving strategies. It will be great information for those looking for a checklist on what it takes to be financially responsible. The webinar and RSVP information is below. Hope you can make it and reach out if you have questions!

Kevin Crosby 19.01.2021

Join me one week from today for an online webinar, Getting to know the basics: The essentials to better understanding your financials. This will be ideal for those that are looking to get on track with their personal finances. Topics we will cover include, budgeting, debt management, investing, and savings strategies. Click the link below to sign up and receive access instructions.

Kevin Crosby 31.10.2020

National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?

Kevin Crosby 19.10.2020

The outcome of the 2020 U.S. election could have long-term effects on taxes, markets and the economy. Ameriprise experts share some possible implications for investors.

Kevin Crosby 30.09.2020

Tax-loss harvesting may help lower your tax bill, but is it the right strategy for you and your goals? We can consult with your tax professional and evaluate your situation.

Kevin Crosby 14.09.2020

This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.

Kevin Crosby 30.08.2020

When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement?

Kevin Crosby 25.08.2020

With the election 38 days away, it is now at the forefront of the news cycle. How will the stock market react? Will there be a severe sell off? The below chart from BlackRock illustrates that, historically, no matter who is in office, Republican or Democrat, the stock market is resilient and has continued to push higher. Now is a good time to evaluate your portfolio and make sure you have a proper asset allocation to your risk tolerance and time frame. Please reach out to me if I can help!

Kevin Crosby 23.08.2020

From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.

Kevin Crosby 10.08.2020

Claiming Social Security at 62 can be a costly mistake, but fear of the program running out of money may push too many retirees to make this decision. Questions or concerns? Reach out to see what may make sense for your personal financial situation. #AmeripriseResearch

Kevin Crosby 24.07.2020

The current conditions are a reminder that while momentum investing can be rewarding, it is not without risk.

Kevin Crosby 22.07.2020

Investment markets don’t move in a straight line but through periods of gain and loss. Check out the latest insights from #AmeripriseResearch on today's market swings.

Kevin Crosby 02.07.2020

When it comes to saving for college, the 529 college saving plan is a great option. One of the main benefits in a 529 plan is earnings grow tax-free. If you start saving early, this can pay off big time once your child starts college (think savings of thousands of dollars). Other benefits include the option to change the beneficiary and the parent retains control of the account. With current savings account interest rates at historically low levels, a 529 is increasingly attractive. If you would like help developing an education savings plan, please reach out!

Kevin Crosby 12.06.2020

Is inflation truly a thing of the past? Over the next year or so, inflation measures are likely to see a lot of push and pull tension as product shortages lead to some higher prices but falling housing rental rates likely provide downward pressure. #AmeripriseResearch

Kevin Crosby 23.05.2020

Both U.S. GDP and corporate profit growth shrank by more than 30% in the second quarter. Ameriprise Chief Market Strategist Anthony Saglimbene shares what it means for the economy.

Kevin Crosby 18.05.2020

Innovative small-cap companies have the potential to emerge from this unprecedented pandemic period in stronger competitive positions. Let’s discuss what may make sense for you and your goals.