Categories

Category: Investment Planning

CAM Market Commentary Q2 2016

“Whenever you find yourself on the side of majority, it is time to pause and reflect.” -Mark Twain- After an unusually rough start, equity markets have reached new highs in 2016, thanks in large part to Central Bankers… Read More

Tune Out the Noise and Stay the Course

“Stay the course. When thwarted try again; harder; smarter. Persevere relentlessly.” -John Wooden- This is a nice overview by the American Funds to help long term investors tune out the noise and stay the course during a presidential… Read More

CAM Market Commentary Q1 2016

“Risk control is the best route to loss avoidance. Risk avoidance, on the other hand, is likely to lead to return avoidance as well.” -Howard Marks- For investors, 2016 did not begin with a bang. It began with a… Read More

Berkshire Hathaway Shareholder Letter – 2015

“It is not necessary to do extraordinary things to get extraordinary results.” -Warren Buffett- The Oracle of Omaha speaks again in his eagerly awaited annual Shareholder letter. As the political rhetoric escalates, Buffett is once again the voice… Read More

CAM Market Commentary Q4 2015

“You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t do well in the markets.” – Peter Lynch- For perhaps the first time since 2011, when… Read More

CAM Market Commentary Q3 2015

“The stock market is filled with individuals who know the price of everything, but the value of nothing.” -Phillip Fisher- Much as we have been expecting, volatility gripped the equity markets through much of August and September.  The… Read More

Howard Marks: Risk Revisited Again

“You can’t predict. You can prepare.” -Howard Marks- From time to time, we come across a piece, offering a unique perspective that we think our clients may find interesting and refreshing. Attached is such a letter. Howard Marks,… Read More

CAM Market Commentary Q2 2015

“Everything is funny as long as it is happening to somebody else.” -Will Rogers- Throughout much of the second quarter, major equity indices reacted like a roller coaster. Equities rose and fell as investors weighed a potentially changing… Read More

Update on the Greek Crisis

“Drop a pebble in the water: just a splash, and it is gone; But there’s half-a-hundred ripples circling on and on and on…”  -James Foley- Even small economies like Greece can have a profound ‘ripple’ effect on the increasingly… Read More

Berkshire Hathaway Shareholder Letter – 2014

“Someone’s sitting in the shade today because someone planted a tree a long time ago.” -Warren Buffet- Warren Buffett is arguably one if not the greatest investors of all time.  He is the architect and CEO of one of… Read More