February 14, 2018

New 2018 Tax Code Changes – Here’s What You Need To Know For Your Individual Taxes

On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. Below you will find some information provided to us by our friends at Broadridge that highlights what to expect from the change at the individual level only. Businesses also had some changes that will be covered in a different post. […]
January 23, 2018

Big News! We’ve Upgraded Our St. Louis Office

We are excited to announce our move into an upgraded St. Louis office location! Located less than a mile from the former office, our new St. Louis address is: Cambridge Capital Management, LLC 7110 Oakland Ave St. Louis, MO 63117 Our office is conveniently located in Richmond Heights, adjacent to SSM St. Mary’s Hospital on the South side of Clayton Road. The office will allow us to continue to serve […]
January 5, 2018
Exterior New

Zach Joiner, CFP® Promoted to Wealth Advisor

We would like to announce that Associate Wealth Advisor, Zach Joiner CFP® was promoted to Wealth Advisor at the start of the year! Zach has been with Cambridge for almost 4 years and enjoys working with the wonderful clients of our firm. “Building trust with our client’s is what I find most satisfying about my job”, says Zach. Zach and his wife, Ashlee, live in Glen Carbon with their 18-month-old […]
December 1, 2017

5 Important Insights From the 2017 Schwab Impact Conference

A couple of weeks ago in Chicago, Charles Schwab held their annual Impact conference where thousands of financial advisors, asset managers, investors and the media got together to collaborate best ideas. This conference, which is the largest in our industry, provides a great opportunity to hear from industry experts, strategists and celebrities.  This year I made it a point to attend. My goal in going to the conference was to […]
October 31, 2017

Why Now is the Time to Ensure That You Are Planning for a Rainy Day

I think it goes without saying that most people are pretty pleased with the recent performance of their portfolio. With stocks around the world continuing to push higher, recent returns have likely exceeded investor expectations. When talking about this dynamic quite a bit in our client review meetings over the last year or so. While there is no way to know how long stocks will move higher in the short […]