by cambridgesourcesites | Feb 15, 2023 | Uncategorized
High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply equally to them as with any other investor, but the affluent investor needs to be mindful of issues that typically...
by cambridgesourcesites | Feb 8, 2023 | Uncategorized
Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors. In fact, alternative investments are expected to grow from $12.9 trillion in 2022 to $17.2 trillion in 2025.1,2 The impetus behind this projected growth is the...
by cambridgesourcesites | Feb 1, 2023 | Uncategorized
Only one in four in ten Americans have a home inventory, despite the fact that about one in ten homes were impacted by natural disasters in 2021.1,2 It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in...
by cambridgesourcesites | Jan 25, 2023 | Uncategorized
Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. Seven in ten people over age 65 can expect to need extended care services at some point in their...
by cambridgesourcesites | Jan 18, 2023 | Uncategorized
Tax Time Is the Right Time Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and...
