by cambridgesourcesites | Jul 10, 2023 | Weekly Insight
Weekly Market Insights: Stocks Stumble With CPI On Deck Presented by Crossroads Financial Advisors Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading. The Dow Jones Industrial Average lost 1.96%, while the Standard &...
by cambridgesourcesites | Jul 6, 2023 | Retirement
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things...
by cambridgesourcesites | Jul 5, 2023 | Financial Planning
We all have goals and dreams and things we’d like to pursue. But how can your financial professional be of any help if they don’t know what they are? Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer,...
by cambridgesourcesites | Jul 3, 2023 | Weekly Insight
Weekly Market Insights: Economy Continues Upward Trend Presented by Crossroads Financial Advisors Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual...
by cambridgesourcesites | Jun 29, 2023 | Estate Planning
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives. A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives....
