by cambridgesourcesites | Nov 22, 2023 | Uncategorized
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too. Calling them “missteps” may be a bit harsh, as not all of...
by cambridgesourcesites | Nov 20, 2023 | Uncategorized
Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified...
by cambridgesourcesites | Nov 20, 2023 | Uncategorized
As Teddy Roosevelt once observed, “Old age is like everything else. To make a success of it, you’ve got to start young.” The challenges seniors have met throughout their lives have made them wiser and stronger, preparing them for the unique...
by cambridgesourcesites | Nov 13, 2023 | Uncategorized
Did you know that… Fifty-seven percent of American workers have no private short-term disability insurance.1,2 Sixty-five percent of working people in the U.S. lack private long-term disability coverage.1,2 Forty-eight percent of Americans have no life...
by cambridgesourcesites | Nov 7, 2023 | Uncategorized
For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America’s splendor than one of our over 400 National Park Service sites? For over a century, generations of retirees...
by cambridgesourcesites | Oct 25, 2023 | Uncategorized
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and 813 Financial are...
