by cambridgesourcesites | Aug 20, 2019 | blog
The past month has been a roller coaster for sure! Any time we see large headline numbers, especially ones that are negative, it is bound to spark questions and concerns. Most recently, you may have heard the term “Inverted Yield Curve.” Very simply it means that...
by cambridgesourcesites | May 8, 2019 | blog
Three Years!!! May 9th is Blue Dot Wealth Management’s Three Year Anniversary and it is my 22nd year in the Financial Planning industry. I am sure that many of you will identify with the following sentiment: I don’t know where the time has gone. It feels like an...
by cambridgesourcesites | May 6, 2019 | emoney
Your eMoney Client Portal is a great tool that is the engine behind our planning process. From establishing goals to an easy-to-access Net Worth statement, we think you will see that the functionality is intuitive. The more complete the information, the better the...
by cambridgesourcesites | Dec 20, 2018 | blog
You would have to be on a deserted island not to have noticed the increased market volatility since mid-October. While some of us might have enjoyed a tropical vacation, many more of us have been working away and have occasionally been pulled into the news. There is...
by cambridgesourcesites | Oct 30, 2018 | best of, blog
2018 has been an interesting year. Ok, that is the polite way of saying it’s the kind of year that is a bit frustrating. At the beginning of the year, I talked about inflation and rising interest rates being the biggest headwinds that the markets would need to...
