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Posted on September 19, 2024
Black swan populations are small, and it is rare to come across one. The term “Black Swan” has been adopted my financial market participants to mean rare and unpredictable events, typically negative ones. Black swan events may have… Read More
Category: Investment Planning
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Posted on September 19, 2024
4 Insights from Fund Managers’ Recent Trip to China
by C. Todd Fry, CIMA(R), CFS
At CAM, we believe in the deep dive. And we recommend fund managers who feel the same. We are not talking about excessive or un-necessary risk, but rather the drive and discipline to thoroughly vet investment opportunities. American… Read More
Category: Investment Planning, Market Commentary
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Posted on September 19, 2024
How do stocks perform after the Fed cuts interest rates? Pretty well, actually.
by J. Eric Rice, CFP(R), ChFC(R)
The stock market has had a nice run in 2024, but investors have been nervous lately, because many are concerned that a slowing economy may tip over into an outright recession. To thwart that possibility, the Federal Reserve… Read More
Category: Investment Planning, Market Commentary
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Posted on September 19, 2024
What Is A Black Swan Event?
by J. Eric Rice, CFP(R), ChFC(R)
Black swan populations are small, and it is rare to come across one. The term “Black Swan” has been adopted my financial market participants to mean rare and unpredictable events, typically negative ones. Black swan events may have… Read More
Category: Investment Planning
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Posted on September 18, 2024
The Economic Impact of Higher (and Lower) Rates
by C. Todd Fry, CIMA(R), CFS
Over the last several years, many of our clients who prefer to hold significant amounts of cash for unplanned emergencies or near-term purchases–as we frequently recommend–have benefited greatly from higher interest rates. After many years of ultra-low interest… Read More
Category: Investment Planning
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Posted on July 29, 2024
How Elections Move Markets in 5 Charts
by C. Todd Fry, CIMA(R), CFS
How much do elections impact the stock market and portfolio returns? Should elections even matter to long-term investors in the first place? These are the questions investors and financial professionals are facing… Read More
Category: Investment Planning
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Posted on July 29, 2024
Utilizing a Spousal Lifetime Access Trust
by J. Eric Rice, CFP(R), ChFC(R)
Opening a trust fund is a common tool used to preserve and transfer your wealth in estate planning. Trusts can help mitigate estate taxes and help beneficiaries avoid probate court after you pass away, all while ensuring your… Read More
Category: Investment Planning, Market Commentary
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Posted on July 29, 2024
Social Security Online Applications
by J. Eric Rice, CFP(R), ChFC(R)
You can do much of your Social Security business on the website. Our online applications make it easy and convenient to apply for benefits from your computer, tablet, or mobile device. You don’t need to make an appointment or visit an… Read More
Category: Investment Planning
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Posted on May 23, 2024
Separating AI Hype from Investment Opportunity
by C. Todd Fry, CIMA(R), CFS
The artificial intelligence hype cycle has kicked into hyperdrive. Newsfeeds bring daily reports of generative AI’s promise to accelerate medical and scientific discovery, drive leaps in productivity and eliminate jobs on a mass scale. Businesses and individuals have… Read More
Category: Investment Planning, Market Commentary
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Posted on May 23, 2024
How to Donate: 7 Tips to Improve your Giving
by J. Eric Rice, CFP(R), ChFC(R)
A recent Fidelity Charitable survey shows that donors to charity share common concerns that hold them back from giving more. Consider these solutions.
Category: Community/Giving Back, Investment Planning
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Posted on May 23, 2024
What Kind of Retiree Will You Be?
by J. Eric Rice, CFP(R), ChFC(R)
When it comes to planning for retirement, determining your personal identity—and associated goals—is an important (and often overlooked) step.
Category: Investment Planning
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