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How to Bake a Pie-R-A

Feb 7, 2024

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Return on Life

Help Kids Set Goals for New School Year
What Did You Learn Today?
What’s Your Routine for a Better ROL?
Should I Remodel or Move?

Market Commentary

Market Commentary | Week of December 23rd, 2024
Weekly Market Commentary | Week of December 16th, 2024
Market Commentary | December 9th, 2024
Market Commentary | Week of December 2nd, 2024

Market Insights

Market Insights – May 20, 2024
Market Insights – May 13, 2024
Weekly Insights – May 6, 2024
Market Insights – April 29, 2024

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Do You Have Causes That You Want to Support With Donations?
Bull and Bear Go To Market
Retirement Plan Detectives
When Markets React

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Pinecrest Financial

6800 Weiskopf Avenue, Suite 150 | McKinney, TX 75070

P: 972.807.3389 | Email Thanhha |

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, PA, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Pinecrest Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Below you can find important disclosures on the various policies, features, and agreements pertaining to the services we offer. Please review these documents and keep a copy for your records.

Cambridge’s Form CRS (Customer Relationship Summary)

CIRA Form ADV 2A | Pinecrest Financial Form ADV 2B | Form CRS for Cambridge | Form CRS for CIRA | Regulation BI Disclosure

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