Cambridge's BridgePort Closed 2024 with Double Deal Totaling $400M

Published on January 21, 2025

The acquisitions of California-based PearTree Advisory Group and Indianapolis-based Premier Wealth Advisors bring BridgePort's AUA to just over $2 billion.

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Social Security Fairness Act Sets ‘Disturbing' Precedent: Cato

January 21, 2025
One analyst believes the law sets a dangerous example when it comes to Social Security's bigger solvency problems.      Related StoriesSocial Security Has Problems, but It's No Ponzi SchemeSocial Security ‘Fairness' Doesn't Come for FreeSocial Security Claiming: The Case of the Middle-Earning Widower

Is This What the Dr. Ordered?

January 21, 2025
We understand that the monetary policy playbook since the Bernanke Fed and the Great Financial Crisis has changed considerably.