Blog
Saving for Retirement?
One of the best ways to save for retirement is through a 401(k) plan. But what if you’re looking for more options than the “plain vanilla” investments in your 401(k)? Well, you might want to consider setting up a Self-Directed Brokerage Account (SDBA). In this blog...
Switching Jobs and Retirement
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 James River...
US Senate Approves Permanent DST Bill
The US Senate has passed a bill allowing permanent Daylight Saving Time (DST) in all US states. March 6, 2023: Permanent DST Bill Reintroduced in Congress Florida’s Senator Marco Rubio has reintroduced the bill to make Daylight Saving Time (DST) permanent in Congress....
Matching Contributions
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 James River...
Tips for Investing
When evaluating your investment strategy, we encourage you to look at our top tips for investing in 2023. Our top tips for investing apply any time but are especially relevant if you are looking to examine your current plan. Given the current financial world and...
Retiree Checking Accounts
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 James River...
Happy Birthday Edwin
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 James River...
Relocating in Retirement
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 James River...
Do you know your risk tolerance and why it matters?
When it comes to investing, understanding your risk tolerance is key. Your risk tolerance is the amount of risk you’re comfortable taking with your investments. It’s important to make sure your investments are in line with your risk tolerance throughout different life...
Think Twice!
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 James River...
Baby Annoucement
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 James River...
Consolidating Retirement Accounts
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 James River...