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Cambridge Investment Research

Newsletters

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

September

The world of higher education is constantly evolving. Here are some key updates for 2026.

September

Taking this quiz may help increase understanding of estate planning.

September

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

September

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

September

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

September

This article explains newly implemented and upcoming tariffs and their potential economic impact.

July

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

July

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

July

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

July

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

July

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

February

Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

February

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

February

Here are answers to some key questions about required minimum distributions.

February

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

February

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

January

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

January

The One Big Beautiful Bill Act includes many provisions that affect higher education.

January

Considering some important issues now could provide more options in the event of early retirement.

January

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

January

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

January

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

December

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

December

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

December

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

December

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

December

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

December

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Check the background of this financial professional on FINRA's BrokerCheck