Our Insights

Perspectives, Market Updates, and Ideas

Our Insights

Perspectives, Market Updates, and Ideas

The “Silent Drag”: How Your Portfolio May Be Leaking Wealth (Even in Good Markets)

In his latest video update, Curtis Crossland breaks down a critical concept that often goes unnoticed by investors: the hidden costs that erode returns over ...

The “Silent Drag”: How Your Portfolio May Be Leaking Wealth (Even in Good Markets)

In his latest video update, Curtis Crossland breaks down a critical concept that often goes unnoticed by investors: the hidden costs that erode returns over ...

The Ultimate Luxury: Why Liquidity Matters More Than “Exclusivity”

In the world of high-net-worth investing, “exclusivity” is often the primary selling point. We are constantly presented with opportunities to invest in private equity, venture ...

The Ultimate Luxury: Why Liquidity Matters More Than “Exclusivity”

In the world of high-net-worth investing, “exclusivity” is often the primary selling point. We are constantly presented with opportunities to invest in private equity, venture ...

Understanding Private Equity Risks in 2025: What Individual Investors Need to Know

The private equity industry has always thrived on mystique — glossy reports, confident fund managers, and promises of “uncorrelated returns.” But 2025 is shaping up ...

Understanding Private Equity Risks in 2025: What Individual Investors Need to Know

The private equity industry has always thrived on mystique — glossy reports, confident fund managers, and promises of “uncorrelated returns.” But 2025 is shaping up ...

Box Spread Loans: Tax Benefits, Risks, and Real-World Uses

When investors need liquidity, the typical choices are clear enough: sell a portion of the portfolio and realize gains, or borrow against assets through a ...

Box Spread Loans: Tax Benefits, Risks, and Real-World Uses

When investors need liquidity, the typical choices are clear enough: sell a portion of the portfolio and realize gains, or borrow against assets through a ...

Staying the Course: Long-Term Investment Strategies in Volatile Times

Investing isn’t just about numbers — it’s about perspective. When markets grow unpredictable, uncertainty can take center stage. Suddenly, the plan you felt good about ...

Staying the Course: Long-Term Investment Strategies in Volatile Times

Investing isn’t just about numbers — it’s about perspective. When markets grow unpredictable, uncertainty can take center stage. Suddenly, the plan you felt good about ...

Turning Market Volatility into Opportunity: The Case for Roth Conversions

A Silver Lining in a Market Downturn Market downturns are never fun. Watching your portfolio shrink—especially after years of growth—can be nerve-wracking. But here’s the ...

Turning Market Volatility into Opportunity: The Case for Roth Conversions

A Silver Lining in a Market Downturn Market downturns are never fun. Watching your portfolio shrink—especially after years of growth—can be nerve-wracking. But here’s the ...

Keeping Your Cool: Managing Emotions During Market Volatility

The Market’s Rollercoaster: A Test of Nerves Investing isn’t just about numbers—it’s about emotions. When markets swing wildly, it’s human nature to react. Fear, excitement, ...

Keeping Your Cool: Managing Emotions During Market Volatility

The Market’s Rollercoaster: A Test of Nerves Investing isn’t just about numbers—it’s about emotions. When markets swing wildly, it’s human nature to react. Fear, excitement, ...

Tax Loss Harvesting Explained: A Simple Strategy to Keep More of Your Money

When the market takes a downturn, it’s easy to feel discouraged. Seeing your portfolio in the red can be frustrating, even if you know investing ...

Tax Loss Harvesting Explained: A Simple Strategy to Keep More of Your Money

When the market takes a downturn, it’s easy to feel discouraged. Seeing your portfolio in the red can be frustrating, even if you know investing ...

Understanding Annuities: Pros, Cons, and Expert Guidance

When it comes to planning for retirement, annuities can be a valuable financial tool—but they’re not for everyone. At Suttle Crossland Wealth Advisors, we believe ...

Understanding Annuities: Pros, Cons, and Expert Guidance

When it comes to planning for retirement, annuities can be a valuable financial tool—but they’re not for everyone. At Suttle Crossland Wealth Advisors, we believe ...