by cambridgesourcesites | Sep 28, 2023 | Investing
There is a growing popularity among individuals to broaden their investment strategy beyond conventional allocations and investment styles. Some see sector investing as a way to seek new opportunities for enhanced portfolio performance.1 Because of its narrow focus, a...
by cambridgesourcesites | Sep 27, 2023 | Trusts
Do you need to start or update their estate plan? We are here to assist you. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research...
by cambridgesourcesites | Sep 25, 2023 | Weekly Insight
Weekly Market Insights: Stocks End Summer With Gloomy News Presented by Crossroads Financial Advisors Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial...
by cambridgesourcesites | Sep 21, 2023 | Retirement
Preparing for retirement is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to consider as you prepare for your retirement....
by cambridgesourcesites | Sep 20, 2023 | Retirement
Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating medical costs, and making sure you have enough tucked away for years to come is just the start. One question many people...