Join us as we celebrate 20 years with our broker-dealer Cambridge Investment Research, Inc. 20 years ago we chose Cambridge Investment Research, Inc. as our independent broker-dealer, the company that processes our investment business and helps ensure we are...

Weekly Market Insights: Stocks Stand Still, Awaiting Fed Presented by Elsass Financial Group 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 &...

When do you need a will? The answer is easy: Right Now.

Weekly Market Insights: Will The Fed Raise Interest Rates? Presented by Elsass Financial Group 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 slipped...

Like some of my clients, you may have seen the latest regarding Aretha Franklin's estate. The Queen of Soul passed in 2018, and years later, her loved ones are still caught in legal trials thanks to the existence of multiple wills. As heart-wrenching as this may be...

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Elsass Financial Group Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The Dow Jones Industrial Average advanced 1.43%, while the Standard &...

The first Labor Day was celebrated over 100 years ago, created by the labor movement as a day to honor the achievements and contributions (both social and economic) of American workers. I’ve always found the way we celebrate to be rather interesting … We celebrate...

I wanted to take a moment to update you on the potential changes to Social Security benefits for 2024. As I'm sure you know, the Social Security Administration calculates annual cost-of-living adjustments (COLA) based on the Consumer Price Index (CPI) and inflation....

Weekly Market Insights: Stocks Retreat; Powell Talk Goes Hawk Presented by Elsass Financial Group Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The...

As the Fed continues its fight against inflation, one of the more challenging parts of the economy is gauging what's happening in the jobs market. One July report showed the private sector added nearly 500,000 jobs, double the expectations. Meanwhile, another July...