Cambridge Capital Management, LLC

07/20/2026

Even with careful planning, retirement plans sometimes need adjusting. This article explains three warning signs that may indicate it's time to revisit your strategy and offers practical ideas to help improve your long-term financial security.

Read the article below to learn more!

Whether you’re already retired or approaching that milestone, spotting the signs that you may have jumped too soon can help you get back on track before your portfolio pays the price.

06/18/2026

Check out our new blog post - A new savings option for children is now available!

Created under the One Big Beautiful Bill Act (OBBBA), "Trump Accounts" provide a new tax-advantaged way to save for a child’s future. Eligible children born between 2025 and 2028 may receive $1,000 in seed funding from the Treasury, and families have additional opportunities to contribute over time.

Because these accounts are new, understanding the contribution rules, tax treatment, and how they compare with other savings vehicles is important.

Our latest article explores the potential benefits, limitations, and planning considerations.

Read the full article here:
https://camcapmgt.com/a-new-federal-savings-option-for-children-key-planning-considerations/

05/29/2026

What is IRS Form 5498, and why did I receive it?

Form 5498 provides information about your IRA account, including contributions, rollovers, Roth conversions, and the value of your account at year-end. Your custodian sends this form to both you and the IRS each year.
IRA contributions for the previous tax year can be made up until the tax filing deadline, which is why Form 5498 is often mailed after tax season.
For most people, no action is required when you receive this form. Simply keep it with your tax records, especially if you made an IRA contribution, completed a rollover, or converted funds to a Roth IRA during the year.
If you have questions about how this form may affect your tax situation, please consult your tax professional.

05/21/2026

We’re excited to welcome Deanna Durrwachter to the Cambridge Capital Management team as our new Client Service Associate!

Deanna joined Cambridge in April 2026 and works closely with our advisors and operations team to support the day-to-day needs of our clients. She assists with client service requests, account maintenance, meeting coordination, and helps support the firm’s marketing and social media efforts.

As Cambridge continues to grow, we remain committed to the responsive, personalized service our clients have trusted for more than 25 years, and we’re excited to have Deanna as part of that mission.

Learn more about Deanna and her role on our team:
https://camcapmgt.com/about/

05/06/2026

Thank you to O’Fallon Panthers Softball for the kind recognition. Cambridge Capital Management is proud to support local student-athletes, coaches, families, and the volunteers who make programs like this possible. Best of luck to the Panthers this season!

THANK YOU to our HOME RUN SPONSOR, Cambridge Capital Management, LLC and the Klitzing family! Cambridge Capital is a wealth management firm that provides clients with comprehensive financial services. They help businesses and individuals locally in the St. Louis area and across the country. Give them a follow on Facebook or find out more information on their website: www.camcapmgt.com