by cambridgesourcesites | Aug 9, 2023 | Uncategorized
Your financial professional should get the scoop about your work life. Whether you get that big raise, start a new job or get a new title, or start your own business, your financial pro needs to be in the loop. Securities offered through Registered...
by cambridgesourcesites | Aug 2, 2023 | Uncategorized
Who’s the first person you tell big news to? Your spouse? Your family? Put your financial professional near the top of your list. They need to know about the big transitions you make, so they can help you adjust your strategy accordingly. Securities offered...
by cambridgesourcesites | Jul 26, 2023 | Uncategorized
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 19, 2023 | Uncategorized
In advance of 2023, the recession drum beats were so loud it was deafening. Market pundits warned that as the Fed raised interest rates, it was just a matter of time before the economy entered a recession. But it’s July now, and so far, no recession. It appears that...
by cambridgesourcesites | Jul 12, 2023 | Uncategorized
Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. Read on to learn more about how doing this may benefit both of you. Rules for setting up a Roth IRA. If your teen has an earned income, you may be able to set up a...