Episodes

  • Episode 12 Real Estate Values: Historical not Hysterical!
    Jul 1 2024

    Whether its a buying or selling frenzy, you should understand the historical housing cycles that are well documented through various economic history. This will help you decide whether you should be a buyer or a seller, or both!

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    27 mins
  • Episode 11- Where We AT!
    Jun 25 2024

    A discussion on how the US and Global economy is currently funstioning and siome of the issues that are affecting the markets around the world.

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    31 mins
  • Episode 10: Customer Service PLEASE!
    Jun 25 2024

    Are you frustrated by the poor customer service in your daily life...we want to help! Two Customer Service Professionals with over 40 years of combined experience, share their tips in how to get the most out of your customer service providers.

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    24 mins
  • Estate Planning and Trusts
    Jun 25 2024

    The basics of planning for your estate and what trusts might work for you!

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    27 mins
  • Episode 8: Legal Docs Are not Just for Dead People!
    May 10 2024

    Did you know that if you don't have a legal will, your residence state has one for you...and the people you leave behind after death may very well be hurt financially by your state's plans for your assets.

    Did you know that your spouse does not have automatic Power of Attorney over your individual bank accounts, investments, IRA's, property, etc..


    Did you know that your state may not allow you to make health-care decisions for your adult child once they reach a certain age and that medical personnel or the State may be the decision makers?


    In our podcast, We are not offering any legal advice nor is our Broker Dealer Cambridge Investment & Research. Please consult with your Estate Planning attorney to get specific legal advice for your needs.


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    29 mins
  • Episode 7: Alternative Investing...the Desserts of the Investing Menu
    May 10 2024

    Alternative Investments are intended for "Accredited Investors" and carry significantly more risk than other investments. If you are curious as to whether you qualify as such, please consult with your Investment Advisor to review the stringent requirements.

    Even if you do not qualify as such, you will likely find this episode intriguing and may expand your mind as to how many different ways people make their money grow!

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    29 mins
  • Episode 6: Stocks...The Protein of the Investing Menu
    May 10 2024

    What is a stock? It is all about ownership or otherwise known as "equity". We will talk about the fundamental facts of how stocks are used and why they are used as a backbone of a portfolio for most investors.

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    29 mins
  • Your Bread & Butter: Bonds...The Vegetables of Investing!
    May 10 2024

    Basic food groups of investing begin with cash, then onto bonds. These are debt investments where you loan money to an outside entity, a business or government institution, and they give you a rate of interest to borrow your money for a certain length of time. We will discuss the foundation elements of owning a bond, how to purchase and some of the risks and positive roles that bonds have in a portfolio.

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    27 mins