by cambridgesourcesites | Feb 20, 2020 | blog
Now is a good time to think about a few financial matters. Consider making tax moves earlier rather than later. If you own a business, earn significant investment income, are recently married or divorced, or have a Flexible Savings Account (FSA), you may want to...
by cambridgesourcesites | Feb 18, 2020 | blog
What are they? Why are they important? A self-fulfilling policy. An investment policy statement (IPS) is a document which helps the client and advisor stay “on the same page” by clearly stating the expectations and responsibilities of the client and advisor. A...
by cambridgesourcesites | Feb 13, 2020 | blog
What it means; why it counts. The after-tax return vs. the pretax return. Everyone wants their investments to perform well. But for many investors it’s their after-tax return that may make all the difference. After all, even if your portfolio is earning...
by cambridgesourcesites | Feb 11, 2020 | blog
The hows and whys of charity in America. According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017. That’s the first time that the amount has totaled more that $400 billion in the history of the report.1 Americans give to...
by cambridgesourcesites | Feb 6, 2020 | blog
Three important factors when it comes to your financial life. Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has real value...
