by cambridgesourcesites | Jul 20, 2023 | Estate Planning
American actor Lee Marvin once said, “As soon as people see my face on a movie screen, they knew two things: first, I’m not going to get the girl, and second, I’ll get a cheap funeral before the picture is over.” Most people don’t spend too much time...
by cambridgesourcesites | Jul 19, 2023 | Financial Planning
Your financial professional should get the scoop about your work life. Whether you get that big raise, start a new job or get a new title, or start your own business, your financial pro needs to be in the loop. Securities offered through Registered Representatives of...
by cambridgesourcesites | Jul 17, 2023 | Weekly Insight
Weekly Market Insights: Bad News For Bears; Good News Buoys Markets Presented by Crossroads Financial Advisors Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond...
by cambridgesourcesites | Jul 13, 2023 | Investing
Many investors are looking to build a portfolio that reflects their socially responsible values while giving them the potential for solid returns. That’s where SRI Investing, Impact Investing, and ESG Investing may play a role. In the past, some investors regarded...
by cambridgesourcesites | Jul 12, 2023 | Financial Planning
Who’s the first person you tell big news to? Your spouse? Your family? Put your financial professional near the top of your list. They need to know about the big transitions you make, so they can help you adjust your strategy accordingly. Securities offered through...
