Resources
Articles of Interest
Articles of Interest
You may find these sites useful in your search for an investment advisor:
Information about Independent Advisors
How to Find a Financial Advisor
What Every Investor Should Know
Instructions to set up online access and/or eDelivery for your Schwab account
These resources are about saving for college
This link is for the Schwab Charitable Fund website
Fraud Prevention Articles
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Frequently Asked Questions
Frequently Asked Questions
What does being a Fiduciary mean?
As a registered investment advisor, Cambridge Advisors has a fiduciary duty to act in the best interests of our clients. In addition, a fiduciary is required to disclose any conflicts of interest and they have a duty to avoid or mitigate those conflicts. Not all financial advisors are fiduciaries.
What is a Fee-Only Financial Advisor?
A fee‐only financial advisor is paid a set rate for the services they provide rather than getting paid by commission on the products they sell or trade. Conversely, when an advisor describes themselves as "fee based" it normally means they receive a fee for services in addition to commissions.
Can Cambridge Advisors serve clients in states other than Nebraska?
Yes. We have found that through virtual meetings, email and phone calls we are still able to provide a high quality service to clients outside Nebraska.
What is your investment minimum?
Our stated household minimum is $500,000 of investable assets for our investment management services. Under special circumstances, we have made an exception especially if we feel we can add value and have been introduced through a client, family member or friend. For those who do not meet our minimum, our financial planning services - which include retirement planning - are available on a stand alone basis and with no minimum.
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Newsletters
Newsletters
Monthly Economic Update
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2018
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2016
Quarterly Investment Perspective
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2024
2023
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2016
2015
2014
2013
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