by cambridgesourcesites | Apr 12, 2024 | Tidbit
Markets have essentially risen, nearly straight up, since late last year. Don’t let the red days on Wall Street give you heartburn. …..Stay Nimble, Be Tactical, and Know What You Own.®...
by cambridgesourcesites | Mar 13, 2024 | Tidbit
What happens to your 401k or anything you own if you die unexpectedly? Do you have a will? What if you become so sick or injured that you can’t act or speak for yourself. Do you have a named financial power of attorney and a named healthcare power of attorney? Married...
by cambridgesourcesites | Jan 23, 2024 | Tidbit
There has been a good bit of selling to start the year primarily in the tech heavy NASDAQ and the magnificent 7 hasn’t been spared. This selling, or rotation, doesn’t mean investors are selling out big tech or the magnificent 7. It means profits are now being taken...
by cambridgesourcesites | Dec 7, 2023 | Tidbit
Merriam-Webster defines trust as the assured reliance on the character, ability, strength, or truth of someone or something. They define integrity as the quality of being honest and having strong moral principles that one refuses to change. To me, you can’t have...
by cambridgesourcesites | Dec 6, 2023 | Tidbit
Addie’s November scan went perfectly. She remains clean, cancer free!! Stay nimble, be tactical and know what you own.®...
by cambridgesourcesites | Nov 23, 2023 | Tidbit
The combined total year-to-date return* for these 7 companies, Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla all part of the S&P 500 Index, reads 50.65% (purple). These 7 push the total return for the entire S&P 500 Index over the same period to...
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