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Posted on November 14, 2016
“I’m optimistic about the country; I’m optimistic about the American people.” -Howard Schultz- Despite an unusually antagonistic and polarizing General Election campaign, equity markets remained relatively calm through much of the Third Quarter 2016, despite underlying concern over… Read More
Category: Investment Planning
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Posted on January 28, 2019
2019 Outlook Summary
by C. Todd Fry, CIMA(R), CFS
“To argue against the global economy is like stating opposition to the weather – it continues whether you like it or not.” -John McCain- As we being the New Year, we want to share the 2019 Outlook Summary… Read More
Category: Investment Planning, Market Commentary
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Posted on November 12, 2018
Stocks and Bonds
by C. Todd Fry, CIMA(R), CFS
Category: Investment Planning
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Posted on October 18, 2018
Why Riskalyze?
by C. Todd Fry, CIMA(R), CFS
“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
Category: Investment Planning, Video Tags: Risk, Riskalyze
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Posted on September 2, 2018
Investing in a Rising-Interest-Rate Environment
by C. Todd Fry, CIMA(R), CFS
“It all comes down to interest rates. As an investor, all you’re doing it putting up a lump-sump payment for a future cash flow.” -Ray Dalio- Since its inception in 1913, the Federal Reserve has had a significant… Read More
Category: Investment Planning
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Posted on August 19, 2018
CAM Implements Riskalyze
by J. Eric Rice, CFP(R), ChFC(R)
“The essence of investment management is the management of risks, not the management of returns.” -Benjamin Graham- CAM announced it has implemented Riskalyze, the award-winning risk engineering technology that mathematically pinpoints a client’s Risk Number™ and aligns the client’s… Read More
Category: Firm Happenings, Investment Planning Tags: Risk, Riskalyze
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Posted on July 16, 2018
2018 Midyear Outlook Summary
by C. Todd Fry, CIMA(R), CFS
“More money has been lost trying to anticipate and protect from corrections than actually in them.” -Peter Lynch- As the first half of 2018 draws to a close, the global expansion continues to gain momentum. The U.S. economy… Read More
Category: Investment Planning, Market Commentary
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Posted on March 8, 2018
Berkshire Hathaway Shareholder Letter – 2017
by C. Todd Fry, CIMA(R), CFS
“I’ve seen more people fail because of liquor and leverage – leverage being borrowed money.” -Warren Buffett- In his latest Shareholder letter, Warren Buffett, one of the greatest leaders of our time, talks about his dislike for borrowing…. Read More
Category: Investment Planning
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Posted on February 10, 2018
Downturns & Recoveries
by C. Todd Fry, CIMA(R), CFS
“The stock market is a device for transferring money from the impatient to the patient.” -Warren Buffet- Expansions and contractions in the equity and fixed income markets should be expected. Nevertheless, many investors fear the downturns and the… Read More
Category: Investment Planning
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Posted on March 14, 2017
Berkshire Hathaway Shareholder Letter – 2016
by C. Todd Fry, CIMA(R), CFS
“Money is always there, but the pockets change.” -Gertrude Stein- In his latest Shareholder letter, Warren Buffet – admiringly known as the “Oracle of Omaha” and the architect-in-chief of Berkshire Hathaway, one of the world’s most prolific conglomerates… Read More
Category: Investment Planning
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Posted on November 14, 2016
CAM Market Commentary Q3 2016
by C. Todd Fry, CIMA(R), CFS
“I’m optimistic about the country; I’m optimistic about the American people.” -Howard Schultz- Despite an unusually antagonistic and polarizing General Election campaign, equity markets remained relatively calm through much of the Third Quarter 2016, despite underlying concern over… Read More
Category: Investment Planning, Market Commentary
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