Merry Christmas

Dec 23, 2022 | Holidays

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and James River...

“LOST” Retirement Accounts – Sponsored Retirement Account

Dec 20, 2022 | Retirement Planning

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and James River...

A Christmas Message from James River Advisors

Dec 16, 2022 | Holidays

During this time of year, we always look forward to slowing down and enjoying time with family and friends.  At the same time, it can be one of the most hectic times of the year.  As our schedules fill with events, the next thing you know…. we have got to go here…then...

6 Ways a DAF Can Make Your Year-End Giving Better Than Ever

Dec 13, 2022 | Financial Planning

Giving appreciated assets instead of cash could be the most tax-smart move you can make with a donor-advised fund, but wait, there’s more… Did you know that donor-advised funds (DAFs) provide the most flexible and tax-smart way to give? And we’re offering some...

“LOST” Retirement Accounts with a Former Employer

Dec 9, 2022 | Retirement Planning

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and James River...