Blog
The Utility of Sector Investing
There is a growing popularity among individuals to broaden their investment strategy beyond conventional allocations and investment styles. Some see sector investing as a way to seek new opportunities for enhanced portfolio performance.1 Because of its narrow focus, a...
October is Estate Planning Awareness Month
Do you need to start or update their estate plan? We are here to assist you. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research...
September 25, 2023
Weekly Market Insights: Stocks End Summer With Gloomy News Presented by Crossroads Financial Advisors Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial...
Retirement Questions That Have Nothing to Do With Money
Preparing for retirement is not entirely financial. Your degree of happiness in your "second act" may depend on some factors that don't come with an obvious price tag. Here are some non-monetary factors to consider as you prepare for your retirement. What will you do...
Mortgages in Retirement
Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating medical costs, and making sure you have enough tucked away for years to come is just the start. One question many people...
September 18, 2023
Weekly Market Insights: Stocks Stand Still, Awaiting Fed Presented by Crossroads Financial Advisors Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial Average gained 0.12%, while the Standard...
Important Birthdays Over 50
Most children stop being "and-a-half" somewhere around age 12. Kids add "and-a-half" to make sure everyone knows they're closer to the next age than the last. When you are older, "and-a-half" birthdays start making a comeback. In fact, starting at age 50, several...
Caring For Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents. Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and...
September 11, 2023
Weekly Market Insights: Will The Fed Raise Interest Rates? Presented by Crossroads Financial Advisors Concerns that the Fed may raise interest rates soured investor sentiment, sending stocks lower in a holiday-shortened trading week. The Dow Jones Industrial Average...
Who Is Your Trusted Contact?
Investment firms have a client service feature that may be a benefit to certain investors. They will ask you whether you would like to provide the name and information of a trusted contact.1 You do not have to supply this information, but it may offer some advantages....
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