When Getting Married Meets Your Financial Plan
In the hustle and bustle that comes with planning a wedding and preparing to start a life together, couples often neglect...
September 20, 2021
In this week’s recap: Despite signs of a good economy, stocks have a lackluster week. Weekly Economic Update Presented by...
Should You Relocate After Becoming an Empty Nester?
Your home has three extra bedrooms, two full bathrooms, and a spacious backyard where the kids can play. It's situated in...
September 13, 2021
In this week’s recap: Delta variant continues to concern the markets; labor market shows positive signs. Weekly Economic...
Planning for Health Problems
Making a level-headed assessment of potential risks is important to every phase of your retirement planning. Your health...
September 6, 2021
In this week’s recap: Stocks mixed as U.S. copes with economic data and Delta variant. Weekly Economic Update Presented by...
Could Owning Your Medical Office Increase ROL?
Deciding whether to buy real estate for your medical practice can be a lot like deciding whether to buy a vacation home. On...
August 30, 2021
In this week’s recap: Federal Reserve says tapering likely in 2021, but no interest rate hikes for now. Weekly Economic...
Downshift Your Worklife to Improve ROL
According to a 2019 survey by the Society for Human Resource Management, the number of organizations offering informal...
August 23, 2021
In this week’s recap: A Fed taper may loom; economic data mixed. Weekly Economic Update Presented by Pinecrest Financial,...
Balancing Your ROL with Your Parent’s ROL
Many baby boomers who are preparing to retire also play a role in another retirement: their parents'. Perhaps you've...
August 16, 2021
In this week’s recap: Passage of infrastructure bill in Senate boosts DJIA and S&P; Nasdaq stays flat. Weekly Economic...
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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 Pinecrest Financial are not affiliated. This communication is strictly intended for individuals residing in the states of CA, FL, IL, MO, NV, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
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Cambridge’s Form CRS (Customer Relationship Summary)
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