Crossvine A Financial Planning Firm

Our office will be closing at 3 PM today in preparation for Thanksgiving. We hope everyone enjoys a lovely holiday with family and friends! #TeamCrossvine

Happy 5th anniversary, Cheslea and Derick! Wishing you both a day filled with love, joy, and cherished memories. Cheers to many more wonderful years together! #TeamCrossvine

Chief Investment Officer Brent Schutte looks at why a return to balance for the economy is important for market performance going forward.

Comprehending the underlying motives behind charitable giving can significantly optimize your philanthropic efforts. Whether driven by tax relief, social impact, or a combination of both, understanding your reasons for giving can lead to more informed financial decisions. Our team is here to help you reflect on what drives your charitable inclinations to create a more effective and fulfilling giving strategy. Reach out to us at (940)767-0303 for tailored advice. #TeamCrossvine #InvestorBehavior #CharitableGiving #TaxPlanning

Happy Birthday, Gina! You bring so much joy to our office in your role with the investments department. We are so grateful to have you on our team! May your day be filled with love, laughter, and happiness. #TeamCrossvine

Chief Investment Officer Brent Schutte looks at evidence that the economy is out of balance and the role that rates could play in how quickly it regains equilibrium.

Meet Elizabeth! Elizabeth joined Team Crossvine in 2023, bringing dedication and creativity to her role as our marketing intern. Raised in Frisco, Texas, Elizabeth's passion for marketing ignited during her high school years when she volunteered for her church's creative team and managed social media pages for various organizations. Elizabeth now resides in Wichita Falls while attending Midwestern State University. She is on track to graduate from Midwestern State University in May 2025 with a major in General Business. Elizabeth is deeply involved in her university community, having held several leadership positions within her sorority, Chi Omega. She has acted as the Fundraising Chair, Philanthropy Chair, and Student Government Representative and served on the Sisterhood Support and Recruitment teams. Elizabeth enjoys spending quality time with her friends when she's not working or studying, often participating in "Sisterhood Events" with her sorority. She loves taking her labradoodle, Oakley, on adventures, whether walking around her neighborhood, attending MSU Football tailgates, or exploring new hiking trails. Elizabeth's competitive spirit, shaped by growing up with three sisters close in age, has fueled her determination to succeed. This drive, her charismatic personality, and her passion for marketing makes Elizabeth a cherished member of the Crossvine family. To learn more about our team, visit: https://lnkd.in/gn8HHFtP #TeamCrossvine

Understanding how charitable giving fits into your overall financial strategy can provide significant benefits. Charitable donations not only support meaningful causes but can also help in managing your taxable income. Our team at Crossvine is equipped to help incorporate philanthropic efforts into your financial plan, providing a balanced approach to both giving and tax planning. Learn more at https://lnkd.in/gn8HHFtP #TeamCrossvine #InvestorBehavior #CharitableGiving #TaxPlanning

Today, our office gathers for our annual Thanksgiving celebration, lovingly dubbed "ThanksGina." This tradition started because we always celebrated Thanksgiving with Gina's birthday. It's a special time for us to come together, share gratitude, and enjoy a delicious feast as a work-family. Happy ThanksGina! #TeamCrossvine #ThanksGina #Thanksgiving

Chief Investment Officer Brent Schutte looks at the market’s reaction to the election and the nuances that could determine where the economy goes from here.