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Fall Newsletter 2021

The Leaves are Changing Colors, the Sun is Sleeping in… It must be Fall!

Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season’s newsletter, read about the topics we have gotten the most questions about recently

(click image below to open the newsletter)

By Alyssa Adams|2021-12-31T15:16:05-07:00September 28th, 2021|Categories: Newsletters|Tags: Beneficiary, capitalism, COVID-19, death, estate planning, financial crisis, free enterprise, legacy, lending, market performance, recession, risk, strength and resilience, technology, trading technology, youth and trading|0 Comments

About the Author: Alyssa Adams

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This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oregon, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Washington, Wisconsin and Wyoming. No offers may be made or accepted from any resident outside the specific states referenced.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Legacy Wealth Management and Cambridge are not affiliated. Cambridge does not offer tax advice. Fixed insurance offered through Legacy Wealth Management, LLC.

Cambridge’s Form CRS (Customer Relationship Summary).

Fall Newsletter 2021

The Leaves are Changing Colors, the Sun is Sleeping in… It must be Fall!

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About the Author: Alyssa Adams