Cambridge Investment Research

1754 Technology Drive Ste. 133
San Jose, CA 95110

Phone:

408 971 2060

Fred Spicknall Investment Advisor Representative

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often.

Newsletters

Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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More Newsletters

Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Disability Income Insurance

How much Disability Income Insurance do you need?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators