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Are You Taking Advantage of Being Over 50?
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...
Are You Putting Yourself and Your Future First?
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...
Why Not Give Yourself a Boost?
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...
The Investment Risk No One’s Ever Heard Of
Knowledgeable investors are aware that investing in the capital markets presents any number of risks, including interest rate risk, company risk, and market risk. Risk is an inseparable companion to the potential for long-term growth. Some of the investment risks we...
Investment Challenges of the Affluent Investor
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...
Alternative Investments – Going Mainstream
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...
Inventorying Your Possessions
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...
Understanding Extended Care
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...
Budget Check Up:
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...
Find That Lost Retirement Account
Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most organized professional may be...