David Crossman, CFA

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Sr. Portfolio Manager

As a portfolio manager, I design and manage investment portfolios for our clients to ensure their asset allocations are in line with their unique financial situation and that their investments support both their short- and long-term goals. Through ongoing research, I help identify and track appropriate investment vehicles for use in client portfolios. I am able to stay abreast of the ever-changing market conditions to understand when a change/adjustment is needed in our clients' holdings.

Personal Investment Management Experience

  • Over fifteen years of experience in investment management.
  • Extensive experience analyzing individual stocks.

Career History

  • Bedel Financial Consulting, Inc., Senior. Portfolio Manager
  • Kirr, Marbach & Co., Senior Research Analyst
  • Reams Asset Management Co., Senior Equity Analyst

Educational and Professional Designations

  • Awarded Chartered Financial Analyst designation.
  • Master of Business Administration, Finance, Vanderbilt University, May 1997.
  • Bachelor of Arts, Economics, Duke University, May 1990.

Professional Activities & Accolades

Publishing

  • Contributing writer to employer quarterly newsletter.

Community Activities

  • Endowment Chair, Asbury United Methodist Church.
  • Former Treasurer, Kiwanis Incredible Duck Splash.

BLOG POSTS

Image for Roth IRA:  Jump Start Your Child’s Retirement Fund

Feb 17, 2019

Roth IRA: Jump Start Your Child’s Retirement Fund

Chances are your teen isn’t thinking about saving for her retirement quite yet. But contributing now to a Roth IRA can give her a leg up on her retirement savings. Unsure if your teen will want to contribute any of her hard-earned money? No worries – anyone can contribute to a Roth IRA on her behalf. Read on for the details and what to watch out for.

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Oct 15, 2018

Tax Planning & Capital Gains: Now’s the Time to Tackle It!

With just over two months left in 2018, now is a good time to start your tax planning, and analyzing your capital-gain situation could result in a lower tax bill come Tax Day 2019. By considering various strategies to offset your capital gains, you could reduce your tax impact and keep as much of those gains in your pocket as possible.

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Aug 13, 2018

Dominance in the Stock Market

“Growth” stocks are dominating the stock market right now – think FANG (Facebook, Amazon, Netflix, and Google). So have we seen the heyday of “value” stocks, never to be repeated again? Not so fast – both “growth” and “value” stocks have their place in your portfolio. Read on for the details on both types of stock and what they mean for your portfolio…plus the one thing you might want to do right now to ensure you’re on the right track.

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Apr 17, 2018

Marijuana: Boondoggle Or Serious Investment?

Marijuana’s popularity is on the rise, and as states continue to legalize its use, the industry around its growth and distribution could be an attractive investment. But is it really a good investment? We explore this trending industry and what it could mean if you decide to invest.

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Feb 5, 2018

When Will Our Bull Market Take a Nosedive?

We all know the old adage “What goes up must come down,” and the same is true of the U.S. stock market. But when will it happen and how bad might it be? While no one can answer these questions with any degree of accuracy, we’ve highlighted the signs both for and against a market downturn at some point.

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Jan 8, 2018

Game-Changing Financial Resolutions for 2018

What is your financial resolution for 2018? Our advice, start with: Reducing your credit card debt; Building an emergency fund; and Increasing your retirement savings.

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Nov 3, 2017

Highlights of Our Annual Financial Forum

The featured speaker at Bedel Financial’s annual Financial Forum was Liz Ann Sonders, senior vice president and chief investment strategist at Charles Schwab. Liz Ann touched on a number of issues regarding the economy and the market. Here are the highlights!

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Jul 24, 2017

Annual Checkup Equals a Healthy Portfolio

Everyone knows an annual physical is recommended for most adults. Seeing your doctor on a regular basis helps identify potential health problems before they become serious. Your investment portfolio needs an annual checkup too!

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Apr 24, 2017

Protecting Seniors from Fraud

Anyone of any age can get scammed, but seniors make the easiest targets. Each year they lose billions of dollars to scam artists, friends, and too ...

Image for 401(k) – Review Your Investments: Target Date Funds

Jan 23, 2017

401(k) – Review Your Investments: Target Date Funds

It’s a new year and a perfect time to review your 401(k) investments. If you are saving aggressively for retirement (and we hope you are), then be sure those dollars are working hard for you. Target date funds are a popular investment option, but you may want to dig deeper.

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Oct 3, 2016

Teaching Kids about Investing

Most people would likely agree that teaching children about investing is a very important life lesson. However, if you try to have a discussion about stocks and bonds with most children, their eyes will quickly glaze over. How can you get them more involved?

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Aug 29, 2016

Let’s Talk Free Trade

Free trade has been a hot topic recently. Both presidential candidates have made very pointed negative remarks about our various free trade agreements.