Category: Video
Posted on January 17, 2022
Charitable Giving and Your Financial Plan
Generosity is great. But should it be spontaneous? Rarely, if ever. Giving has two components—where you give and how your give. First, there is the legacy you want to leave, the values you want to impart to future… Read More
Posted on August 18, 2020
Let’s Look Forward
“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.” -Alexa Von Tobel- The decisions we make today can profoundly affect our future. Unfortunately, for prior… Read More
Posted on July 11, 2020
How the Economic Machine Works
“I’m just saying that if you understand how the economic machine works, it just works like a machine. These are cause-effect relationships.” -Ray Dalio- Created by Ray Dalio, this simple, but not simplistic, video is easy to understand…. Read More
Posted on April 15, 2020
The Importance of Planning Ahead
“Wealth is more often the result of a lifestyle of hard work, perseverance, planning, and most of all self-discipline.” -Thomas J. Stanley- The importance of planning cannot be overstated. Many successful people have repeatedly attested to the necessity… Read More
Posted on February 12, 2020
Why Investment Policy Statements Matter
“In many spheres of human endeavor, from science to business to education to economic policy, good decisions depend on good measurement.” -Ben Bernanke- Successful investing, like virtually every endeavor, is grounded in a plan. The plan should clearly… Read More
Posted on July 6, 2019
Calamos Chart Talk
“While I take no pleasure in others’ misfortunes, we’ve historically made most of our profits from other investors behaving in a panicked and irrational fashion and selling us certain stocks at prices far below their intrinsic value.” -Whitney… Read More
Posted on October 18, 2018
Why Riskalyze?
“Risk comes from not knowing what you’re doing.” -Warren Buffet- Here at CAM we are always searching for ways to help our clients understand the risks associated with their portfolios. Riskalyze is one of the many tools we… Read More
Posted on March 30, 2018
Why are Trusts Important?
“Death is not the end. There remains the litigation over the estate.” -Ambrose Bierce- Trusts are often an integral part of our clients’ estate plans. These fiduciary arrangements are a cost-effective vehicle for leaving a legacy and, at… Read More
