Cambridge Capital Management, LLC

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

03/12/2026

We’re excited to share some great news from our team!

Our Associate Wealth Advisor, Dalton Powers, has officially earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification - one of the highest standards in the financial planning profession.

Dalton has been a valued member of the Cambridge Capital Management team since 2021, and we’re proud of the dedication and hard work he’s put into reaching this milestone.

Join us in congratulating Dalton!

Read the full announcement here:

Cambridge Capital Management - a revolutionary fee-only investment firm focused on complete customization with transparent integrity

05/16/2025

Did you receive a 5498 document from your IRA custodian? If so, here is a brief explanation why.

05/05/2025

We are very proud to support O’Fallon Panthers Softball! Keep working hard ladies!

THANK YOU to our HOME RUN sponsors,
the Klitzing Family and Cambridge Capital Management, LLC!!!

The financial planning team at Cambridge Capital Management, LLC provides clients with comprehensive financial services. They help businesses and individuals locally in the St. Louis area and across the country. Check them out on Facebook or at their website: www.camcapmgt.com

We thank them for their support of O’Fallon Softball!💙💛

11/30/2023

We read this article about google gmail accounts that have not been used in the past 2 years being deleted starting tomorrow and thought this might be something useful to pass along. We were thinking specifically of folks who still have gmail accounts of loved ones that have passed on. If you don’t want to lose photos or correspondence in that account, you need to login and send an e-mail from that account or watch a youtube video or something showing the account is still active.

How to revive your Google account before it’s too late.

03/28/2023

Our latest blog covers best practices for cash management and how to prepare yourself and your portfolio to navigate uncertain times. Check it out at the link below.

Cambridge Capital Management - a revolutionary fee-only investment firm focused on complete customization with transparent integrity

06/02/2022

While they can be uncomfortable, corrections are a very normal part of the market cycle. Here's some perspective on market corrections and why it's important to stay the course.

When the stock market keeps rising steadily for an extended period, there comes a point when the talking heads on television start forecasting a correction. What’s a correction? Nothing more than a moderate decline in the value of a market index or the price of an individual asset. A correction i