by cambridgesourcesites | Dec 8, 2022 | Estate Planning
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate when property (land, homes) was transferred...
by cambridgesourcesites | Dec 5, 2022 | Weekly Insight
Weekly Market Insights: Easing On Rate Hikes And Job Numbers Cheer Markets Presented by Crossroads Financial Advisors Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor...
by cambridgesourcesites | Dec 1, 2022 | Estate Planning, Financial Planning
Did you recently add a second comma to your bank balance? Has a recent financial event raised your net worth to the next level? It’s an exciting time, whether it’s the result of your long-term goals (e.g., from the sale of a business), a windfall transfer...
by cambridgesourcesites | Nov 28, 2022 | Weekly Insight
Weekly Market Insights: Fed Talks Turkey On Lower Rates, Boosting Markets Presented by Crossroads Financial Advisors Growing optimism that the Fed may be ready to ease future interest rate hikes sent stocks higher in a quiet trading week. The Dow Jones Industrial...
by cambridgesourcesites | Nov 21, 2022 | Weekly Insight
Weekly Market Insights: Markets Down Ahead Of Thanksgiving Holiday Presented by Crossroads Financial Advisors The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials. The Dow Jones...
