Sharron Crutchfield Ross - Investment Executive

Sharron Crutchfield Ross - Investment Executive

My name is Sharron Ross and I am an Investment Executive in Richmond, VA with Cetera Investors, a company dedicated to enhancing the delivery of financial advice through an Advice-Centric Experience® to individuals, families and business owners

The latest commentary from @CeteraIM provides a discussion around the recent market weakness and what’s causing it. Hint: It’s not the data. Click here to read more: https://bit.ly/commentary0514

The latest commentary from @CeteraIM outlines the roadmap to economic recovery in a social distancing world and examines some of the emerging trends that could be here to stay. Read more: https://bit.ly/commentary0512

The markets are moving—what should you do? Read the latest Retire Wise for more. https://bit.ly/retirewise-may2020

The latest commentary from @CeteraIM provides a discussion of three predictions for the rest of 2020. Click here to read more: https://bit.ly/commentary0508 #economy #markets #stocks #predictions #COVID-19

cnet.com

Beat the coronavirus blues with free streaming, magazines, audiobooks, video games and more

From free movies, to yoga classes to museum tours, and more, CNET shares resources to help you get through social distancing: https://h.ptsm.us/1nnygd

cnet.com Learn to play guitar. Watch all of Battlestar Galactica. Stream last season's baseball games. And that's just for starters.

resources.cetera.com

resources.cetera.com

This Monthly Recap summarizes market performance, major events and news from April 2020:

resources.cetera.com

Timeline Photos

#Oil prices plummet with storage facilities near capacity. #Diversification in sectors and assets classes is very important. Read more here: https://bit.ly/commentary0420

The latest commentary from @CeteraIM provides a discussion of the recent #market performance and why lingering questions may lead to more market volatility. Click here to read more: https://go.aws/2VFbyf1 #economy #markets #COVID

With our current economic climate, financial literacy is key to weathering the storm and meeting the future in a position of relative strength. Check out the latest issue of Financial Watch to explore four key financial education areas you can strengthen.
https://s3.amazonaws.com/static.contentres.com/media/documents/a3ca68dd-445a-4a2f-8ca9-6cd0f2b493bf.pdf

April is National Records and Information Management Month, making it the perfect time to get things in order. Read the latest Retire Wise for more.
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[04/13/20]   Read the latest weekly market update from Cetera Investment Management: resources.cetera.com/weeklyrecap

Fed does it again. Expands loan programs and will buy some high yield bonds and commercial mortgages. Investors like it, but we feel more clarity is needed around the virus and earnings. bit.ly/3c67dbo

Timeline Photos

[04/06/20]   Read the latest weekly market update from Cetera Investment Management: resources.cetera.com/weeklyrecap

If you are a small business owner, there are steps you can take to manage expenses and create an interim plan in this time of crisis. Contact the office to learn more, and visit the U.S. Small Business Administration site to see how they can help. https://www.sba.gov/page/coronavirus-covid-19-small-business-guidance-loan-resources

Please review the latest commentary from Cetera Investment Management that provides a discussion of the recession and what the markets need for economic recovery. Click here to read more: bit.ly/2Xdkqeb

[04/02/20]   The Monthly Recap summarizes market performance, major events and news from the previous month. resources.cetera.com/monthlyrecap

library-messages.com

The Richest Man in Babylon

library-messages.com In good times and bad, consistently saving a percentage of your income is a sound financial practice.

[03/26/20]   A $2 Trillion COVID19 fiscal stimulus bill is expected to be passed soon. The latest commentary from Cetera Investment Management provides an overview of the stimulus plan. bit.ly/39cu5Ec

library-messages.com

Asset Allocation

library-messages.com Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

library-messages.com

When Markets React

library-messages.com When markets shift, experienced investors stick to their strategy.

marketwatch.com

Avoid these 3 estate-planning mistakes and make probate cheaper and easier for your loved ones

Who will inherit your investments and bank accounts? MarketWatch notes why you should review beneficiary forms: https://h.ptsm.us/1crxAZ

marketwatch.com At the very least, fill out simple forms to make sure your bank accounts and investments immediately go to your heirs

Timeline Photos

Timeline Photos

Sharron Crutchfield Ross - Investment Executive's cover photo

Sharron Crutchfield Ross - Investment Executive

Happy Father’s Day. What good advice have you been given from the father figure in your life? #ForestersFinancial

Here is a term to help you improve your financial literacy: investments. It is important to determine your risk tolerance when deciding which investments are right for you. In general, the greater the potential reward, the riskier the investment. #FinancialLiteracy

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I believe it’s important to start talking about finances early, when kids are young. You can begin to share your values and help them shape their views on money in a culture that places a premium on “things,” not savings.

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Here is a term to help you improve your financial literacy: interest. The payment that the borrower makes to the lender is interest. #FinancialLiteracy #ForestersFinancial

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Investors seem to think that a U.S.-China trade resolution is on the horizon but Clark Wagner is not as sure as he discusses possible fallout in his latest Market insights.

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If you got hit by a bus tomorrow, would your loved ones know how to access your important records? Would they know which accounts you hold and where your money is? What about insurance policies? Real estate ownership papers?

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Here is a term to help you improve your financial literacy: insurance premium. Foresters Financial offers products that have either level or flexible insurance premiums. #FinancialLiteracy #ForestersFinancial

Today is National 529 Day. Are you contributing to your child's college savings plan? ‪#‎529Day #ForestersFinancial

Our Story

My name is Sharron Ross and I am an Investment Executive in Virginia with Cetera Investors, a company dedicated to enhancing the delivery of financial advice through an Advice-Centric Experience® to individuals, families and business owners in communities across America.

I work with all types of people to help plan their financial legacy, taking into account the long view with fresh thinking and a personalized approach.

I will help you:

· Save and invest for retirement, education and other life events

· Create retirement income strategies

· Protect the ones you love

· Build your legacy

Cetera Investors was created from the purchase of the brokerage business of Foresters Financial, an institution that can trace its beginnings to the early part of the last century. We are driven by our purpose to help all people wherever they are in life and business with their financial health and overall well-being. Using the teams, tools, and technology available from Cetera Investors, we build lasting relationships based on personalized financial advice.

We believe that our clients deserve more than a financial solutions provider — they deserve a partner who will help them prosper and improve their community.

Let’s review your financial goals. Please contact me at (434) 917-0627 or by email at [email protected]

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC.

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140 Eastshore Dr, Ste 105
Glen Allen, VA
23059
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