April 5, 2021
In this week’s recap: Markets react positively to infrastructure proposals; S&P 500 rises above 4,000 for the first...
Stay Healthy and Wealthy in Retirement
As you transition from full-time work to retirement, many items on your budget are going to decrease (daily transportation)...
March 29, 2021
In this week’s recap: Weakness in tech and high-growth stocks leads to a rocky week; Yellen and Powell signal optimism....
4 Considerations Before Relocating
Many aspects of retirement are changing, such as the health and activity level of seniors and a rise in working retirees....
March 22, 2021
In this week’s recap: A week of ups and downs leaves modest losses at week’s end. Weekly Economic Update Presented by...
Would Working From Home Improve Your ROL?
The work from home movement was accelerating even before the COVID-19 pandemic. Now, after Zooming and Slacking our way...
March 15, 2021
In this week’s recap: The White House signs COVID-19 fiscal relief bill into law; the economy reacted positively. Weekly...
March 8, 2021
In this week’s recap: Stocks have a mixed reaction to rising bond yields and increasing inflation. Weekly Economic Update...
Daily and Monthly Habits Can Lead to Lifelong Financial Freedom
Our Life-Centered Planning process is designed to help you and your family achieve important long-term goals like buying a...
March 1, 2021
In this week’s recap: Rising bond yields deliver a blow to stocks; Fed Chair affirms commitment to current money policy....
Plan for Uncertainty
Unfortunately, turning the calendar past 2020 hasn't erased all the problems that we've been facing for the past year. If...
February 22, 2021
In this week’s recap: Accommodative Fed policies lead to inflation concerns. Weekly Economic Update Presented by Pinecrest...
Pinecrest Financial
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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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