Category: Investment Planning
Posted on November 21, 2023
7 Financial Moves to Make in Your 50s
Retirement is closer than you think; the time to start planning is now Life in your 50s probably means a hectic work and family life, with multiple responsibilities. Retirement — perhaps 10 to 15 years down the road… Read More
Posted on November 21, 2023
Millennials and Money: How the Next Generation looks at Wealth
From near-term goals to technology influences, here are some areas for Millennials to look at when planning for their future. In an age of high-speed technology and instant Google answers, Millennials expect even their investment information to be… Read More
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
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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