GoldenCross Financial Management

GoldenCross Financial Management We also believe these same people are more time strapped than ever - and desire simplicity.

At GoldenCross Financial Management, we believe many executives, professionals, business owners and retirees lack professional guidance in an ever-growing complex financial landscape. The process employed by our team of professionals differs from other financial professionals who may focus on products or only on certain aspects of your finances. Instead, we take a holistic approach by serving as t

he “concierge” for your broad financial needs including:



FINANCIAL PLANNING

INVESTMENT MANAGEMENT

INSURANCE

TAX EFFICIENT & ESTATE PLANNING STRATEGIES


For disclosures please see my website www.goldencrossfm.com. Third-party comments are not verified and may not be representative of all client experiences.

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1....
02/06/2026

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

Stocks climbed in January as the tailwinds of solid economic data offset the headwinds of geopolitical tensions that rattled investors during the month.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital ...
02/06/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

Considering alternative investments? It’s critical to sort through the complexity.
02/04/2026

Considering alternative investments? It’s critical to sort through the complexity.

With alternative investments, it’s critical to sort through the complexity.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
02/02/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Are you worried about outliving your retirement savings? You are not alone.
01/30/2026

Are you worried about outliving your retirement savings? You are not alone.

Estimate how long your retirement savings may last using various monthly cash flow rates.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
01/28/2026

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

This calculator can help you estimate how much you should be saving for college.

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
01/26/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
01/23/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Get ready to enjoy America’s national park system with this helpful article.

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
01/21/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Learn the ins and outs of 529 plans before you or your student heads to college.
01/19/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
01/16/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

The average college senior graduates with credit card debt. How will your kids manage money?
01/14/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Address

774 Avery Boulevard
Ridgeland, MS
39157

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16014279199

Website

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