by cambridgesourcesites | Dec 15, 2022 | Uncategorized
Are you on your way to achieving your financial goals? The end of the year is a good time to take stock of the previous 12 months and to position yourself for success for the coming year. Watch this video to understand ways your advisor can help.
by cambridgesourcesites | Dec 8, 2022 | Uncategorized
Rules and Recommendations for ClientsIt is that time of year again: time for us to schedule your Year-End Portfolio Review. To help you prepare for our meeting, I wanted to pass along some tips by making an analogy to what most people already know well: the annual...
by cambridgesourcesites | Dec 1, 2022 | Uncategorized
Many companies earmarked 2018 year-end bonuses this past fall – well before the markets reversed course. As such, you may find yourself fortunate: You got a year-end bonus for 2018. Shelve for a moment your visions of exotic trips and instead evaluate how to make the...
by cambridgesourcesites | Nov 17, 2022 | Uncategorized
Recruiting and retaining employees who are both qualified and motivated is an ongoing challenge for most businesses. One way to build staff loyalty and increase productivity is to put policies in place to help your employees balance their commitments at work and at...
by cambridgesourcesites | Nov 10, 2022 | Uncategorized
Many business partnerships start out informally, as industry associates, friends, or family members band together to start a new business. Partners bring different strengths and skills to the table. One partner may understand certain aspects of the business especially...
by cambridgesourcesites | Nov 3, 2022 | Uncategorized
When considering the “Big Three” financial components of financial security: asset protection, tax savings, and estate planning, business owners need to successfully plan ahead. Regarding your business interests and potential tax exposure, it is important to develop...
