Category: Investment Planning
Posted on November 21, 2023
Why You Should Always Plan Your Week Ahead
As executives, we have so much on our plates, and finding time to do everything is key. I used to be the person always behind on work, but once I discovered that planning ahead is a crucial component… Read More
Posted on July 13, 2023
Do You Need Umbrella Insurance?
Do you need umbrella insurance? Learn how to protect your assets with this personal liability coverage option. Key takeaways Umbrella liability coverage protects against the potential financial fallout of certain types of unforeseen events that lead to… Read More
Posted on April 14, 2023
Keeping Your Wealth Management Portal Up to Date
Your CAM wealth management portal allows you to aggregate your assets and liabilities, so that you can clearly see and understand your financial position in real time at any point in time. The aggregation process requires just… Read More
Posted on April 14, 2023
The Importance of Good Processes in Wealth Management: Achieving Positive Outcomes
At CAM, we never underestimate the importance of process. Good processes are just as important in wealth management as they are in any other endeavor. When it comes to managing your wealth, having well-defined processes in place can… Read More
Posted on April 14, 2023
SECURE 2.0: Rethinking Retirement Savings
From RMDs to student debt, the new law has something for everyone. Key takeaways The age to start taking RMDs increases to age 73 in 2023 and to 75 in 2033. The penalty for failing to take an… Read More
Posted on January 27, 2023
Key Tax Moves for 2023
Consider ways to help reduce taxes on your income and investments by acting now. Key takeaways Wider tax brackets, a higher standard deduction, and expanded saving opportunities may help create new tax-saving possibilities for 2023. Don’t wait until… Read More
Posted on January 27, 2023
Security and Your Wealth Management Portal
As our world becomes increasingly digitized, cybersecurity has never been more important. Today, it is wise to be concerned and remain vigilant. CAM has always prioritized your privacy, the security of your personal information and assets. Over the… Read More
Posted on December 16, 2022
Turning Lemons into Lemonade
As the old adage directs, when you are dealt lemons, make lemonade. It’s time to be opportunistic. We all know it has been a volatile year in the markets. As 2022 draws to a close, we are in the process… Read More
Posted on December 16, 2022
12 Last-Minute Tax Tips for 2022
Act now to save money on 2022 taxes. Key takeaways Retirement savings plans such as 401(k)s and 403(b)s have a December 31 deadline for contributions through payroll deductions. If you itemize, consider charitable contributions and accelerating medical expenses…. Read More
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Posted on January 27, 2023
Control What You Can Control
by C. Todd Fry, CIMA(R), CFS
By all accounts, last year—2022—was a challenging year for investors, both for those seeking appreciation in equities and those wanting the relative stability of fixed income (bonds). We saw interest rates rise at an unprecedented and unexpected rate…. Read More
Category: Investment Planning, Market Commentary