Alan Gross

Money and Happiness: Finding Bliss in Diversified Wealth

Money and Happiness: Finding Bliss in Diversified Wealth

I think it’s fair to say that at some point in each of our lives, we’ve heard the phrase “money can’t buy happiness”, or some version thereof. Usually meant as a cautionary comment against greed or those prioritizing money, the phrase has yielded some interesting and...

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Sluicing for Fortune: An Honest Household Guide to Cryptos 

Sluicing for Fortune: An Honest Household Guide to Cryptos 

From Golden Shores to Digital Frontiers  In the mid-19th century, the California Gold Rush transformed the landscape of opportunity, drawing thousands westward with dreams of wealth glittering on the horizon. As prospectors flocked to the promise of untold riches, the...

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Investments

Investments

Hey Abby! I'm looking into different investments that best suit my needs. What investment options are available at American Trust Wealth? Great question! We use an open architecture platform, which allows access to over 20,000 investment options. This gives us the...

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Six Tips on Retirement From Happily Retired 80-Year-Olds

Six Tips on Retirement From Happily Retired 80-Year-Olds

Retiring Soon? Read These Six Tips on Retirement From Happily Retired 80-Year-Olds Many of our clients have retired recently, and many more plan to join them in the next couple of years. In fact, more than 11,000 Baby Boomers per day will transition to retirement in...

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Certifications

Certifications

I’ve been researching financial firms lately and I see a lot of acronyms. AIF, CFP, CEFEX…I can’t keep up with them all but I have to ask — are they really that important? Are these certifications something I should be looking at? This is a great question and I can...

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Navigating the Currents of Active and Passive Management

Navigating the Currents of Active and Passive Management

Masters of Their Domain In the obscure world of high-stakes professions, there exists an elite group, whose members command salaries north of $700,000 per year. These individuals, akin to a specialized military unit, are deployed throughout the world on a moments’...

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A Super Bowl Sized Lesson

A Super Bowl Sized Lesson

On Sunday, February 11th, 2024, the Kansas City Chiefs and the San Francisco 49ers will face off to see who will become Champions of Super Bowl LVIII! It’s estimated that 200 million adults will tune in to the big game, and there is a reason so many people are...

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A Leap Year to Surpass All Leap Years

A Leap Year to Surpass All Leap Years

Gastropods—the scientific name for slugs—are slow. In fact, they are even slower than “messages in a bottle” which have been documented to meander adrift ocean currents at speeds of just 0.75mph. The Usain Bolts of slugs cover 150 feet per hour, while the slowest...

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