U.S. Asset Management

04/16/2026

Already have an account with Fidelity? You can easily assign management to U.S. Asset Management.

03/13/2026

Big news: I passed the CFP® exam and officially earned my CERTIFIED FINANCIAL PLANNER® certification!

Grateful for the journey, the late nights, and especially for the clients who’ve trusted me along the way. Looking forward to bringing even more value to your financial plans.

Here’s to smarter decisions and fewer all-nighters (for me, at least!).

www.us-am.com

09/30/2025

Big news if you receive a private pension (think teachers) and your spouse died in the last several years.

On January 5, 2025, the Social Security Fairness Act was signed into law, marking a historic shift in Social Security policy by repealing two longstanding provisions: the Government Pension Offset

10/20/2024

Just a reminder that we are here to help you make better decisions with your money. If you have a life change coming like retirement, inheritance, divorce, selling your business or just planning for your kids or grandkids college, we are here to help you. Check us out at

U.S. Asset Management takes the guesswork out of financial planning with easy to understand solutions.Let's Meet!Retirement CalculatorInvesting with Inflation Who We Are U.S. Asset Management was built on a foundation of integrity, prudent investment guidance and attention to our clients needs. We b...

08/12/2024

Watch party for my peeps at our office in Duluth. It's comfy, it's cool and you'll be among friends!

07/29/2023

07/15/2023

This is why we do what we do. We enjoy helping those that need it most. Thank you AV for your kind words and thoughts. We appreciate you and wish you all the best.

05/03/2023

State of the market – May 3, 2023 by: David Cross, CPM® ,CDFA®, CRPC® Exactly 1 year ago, the Dow Jones Industrial Average was at 34,049. As of last week, it sat at 33,875 – a difference of only 175 points, a rounding error of about ½ of 1%. If you were Rumpelstiltskin, and you fell asleep f...

05/03/2023

Our latest thoughts on this crazy market.

State of the market – May 3, 2023 by: David Cross, CPM® ,CDFA®, CRPC® Exactly 1 year ago, the Dow Jones Industrial Average was at 34,049. As of last week, it sat at 33,875 – a difference of only 175 points, a rounding error of about ½ of 1%. If you were Rumpelstiltskin, and you fell asleep f...

04/19/2023

***WOMAN SHOT IN THE HEAD***
Linda Burnett, 23, a resident of Minnesota, was visiting her in-laws and while there went to a nearby super-market to pick up some groceries. Later, her husband noticed her sitting in her car in the driveway with the car running and the windows rolled up. Her eyes closed with both hands behind the back of her head.
He became concerned and walked over to the car. He noticed that Linda's eyes were now open and she looked very strange. He asked her if she was okay; Linda replied that she had been shot in the back of the head and had been holding her brains in for over an hour.
Her husband called the paramedics, who broke into the car because the doors were locked and Linda refused to move her hands.
When they finally got in, they found that Linda had a wad of bread dough on the back of her head. From the back seat a biscuit canister had exploded from the heat, making a loud noise that sounded like a gunshot, and the wad of dough hit her in the back of her head.
When she reached back to find out what it was, she felt the dough and thought it was her brains. She initially passed out, but quickly recovered.
Linda is blonde, a Democrat, and a Biden supporter; but that could all be a coincidence.
The defective biscuit canister was analyzed and it was determined to be Trump's fault.