by cambridgesourcesites | Oct 13, 2022 | 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 | Oct 10, 2022 | Weekly Insight
Presented by Crossroads Financial Advisors A powerful two-day stock rebound cemented a positive week for investors as a new trading month began. The Dow Jones Industrial Average rose 1.99%, while the Standard & Poor’s 500 added 1.51%. The Nasdaq Composite index...
by cambridgesourcesites | Oct 3, 2022 | Weekly Insight
Presented by Crossroads Financial Advisors Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week. The Dow Jones Industrial Average declined 2.92%, while the Standard & Poor’s 500 slumped 2.91%. The Nasdaq...
by cambridgesourcesites | Oct 19, 2021 | Lifestyle, Retirement
What should you focus on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an unsuspecting new retiree. How much monthly...
