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2022 Year-End Review and 2023 Investment Themes

Denis Sheahan, President and CEO of Cambridge Trust, comments on the company's performance, milestones and growth prospects for 2023. Jennifer Pline, CFA, EVP, Head of Wealth Management, reflects on the impact of high inflation and interest rates and where we see opportunity in 2023.
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Important Tax Changes in 2023 and
2022 Year-End Financial Planning Checklist

Year end is a great time for clients to review and update their financial plans. To assist our clients, we’ve created this useful guide to Important Tax Changes in 2023 and 2022 Year-End Financial Planning Checklist.

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