by cambridgesourcesites | May 7, 2020 | blog
A look at two basic methods for shielding assets from probate. How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are two basic ways to accomplish that objective. One, you could create a...
by cambridgesourcesites | May 5, 2020 | blog
Affluent investors face unique challenges when putting together an investment strategy. High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply just as equally to them...
by cambridgesourcesites | Apr 30, 2020 | blog
You might be surprised at its potential. An IRA is a retirement savings account, right? Indeed. IRA stands for Individual Retirement Arrangement. Even with that definition, however, there is no prohibition on using an IRA to save for other purposes, such as...
by cambridgesourcesites | Apr 28, 2020 | blog
Will your accumulated assets be threatened by them? All too often, family wealth fails to last. One generation builds a business – or even a fortune – and it is lost in ensuing decades. Why does it happen, again and again? Often, families fall prey to serious...
by cambridgesourcesites | Apr 23, 2020 | blog
What they are; why they matter. For many investors, it can be tempting to think of one’s portfolio in terms of “gains” or “losses.” True, this is a central concept to understanding market behavior, but to truly maximize your investing knowledge, you also...
by cambridgesourcesites | Apr 21, 2020 | blog
Supporting family can put a crimp in your strategy. Families are one of the great joys in life, and part of the love you show to your family is making sure that their basic needs are met. While that’s only to be expected from birth through the high school...
