Monthly videos to keep clients up to date on the markets, economy and timely financial events
June 2021 - In this video, Ryan highlights some of the items in Biden’s tax proposal in Congress. He discusses who might be affected as well as those who will not be affected.
June 2021 - Newsletter - INFLATION CAN BE A SCARY WORD There are compelling reasons to adopt a wait-and-see approach. Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.” Read...
May 2021 - In this video, Ryan highlights some of the items in Biden’s tax proposal in Congress. He discusses who might be affected as well as those who will not be affected. *Cambridge does not offer tax advice.
May 2021 - Newsletter - The proposal does not yet include any new taxes on individuals. President Joe Biden introduced the much-anticipated American Jobs Plan, which outlines an approach to spend roughly $2.2 trillion on the nation's infrastructure and other projects....
Key Numbers on Current Economy In this video Ryan talks about some key numbers on what investors did with their investments during Covid downturn. He then talks about current numbers on the economy and how the recovery has started.
After you leave work, what will your life look like? How do you picture your future? If you are like many contemplating retirement, your view is likely pragmatic compared to that of your parents. That doesn’t mean you must have a “plain vanilla” tomorrow. Even if your...
In this video Ryan talks about how the vaccine rollout and the new stimulus package are impacting the economy and markets.
Retirement planning 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 plan your retirement. Read More
New Administration in Washington In this video, Ryan talks about our new administration in DC’s agenda, what the markets are focused on, and our optimism for 2021 as the economy continues to open.
In this video, Ryan talks about 5 things to review and plan as you prepare for 2021 with your finances.