Category: Investment Planning
Posted on May 10, 2022
Decide Where to Live in Retirement
When helping clients plan for retirement, we always recommend that they think about retirement in three phases—the “Go-go” years, the “Slow-go” years, and the “No-go” years. Still these three stages mean something different for every retiree. How should… Read More
Posted on April 18, 2022
Student of the Market
Student of the Market_CAM brand color (all) Markets are always influenced by external factors that are beyond the control of investors. As valuations rise and fall, it is important to remain calm and maintain perspective. Market volatility is… Read More
Posted on April 18, 2022
Women, Wealth & Well-being
Women are becoming a powerful economic force and may soon hold much of the wealth in the United States. For countless women, wealth is not merely quantitative, but qualitative. It is about realizing objectives, living into relationships and… Read More
Posted on April 5, 2022
Which Tax Documents Should I Save, Which Should I Shred?
For many, 2021 was consigned to history with the recent filing of their 2021 returns. The only remaining question—what financial records do I need to keep and which ones can I safely shred? The attached article seeks… Read More
Posted on March 9, 2022
3 Views on the Russia-Ukraine Conflict
Russia’s invasion of Ukraine has been nothing short of a humanitarian disaster. The global financial and political strife that has followed pales in comparison with the hardship and loss of life perpetrated on the Ukrainian people. Yet… Read More
Posted on February 16, 2022
How Much Will the Fed Raising Interest Rates Affect You?
If the Fed begins raising interest rates next month, as it is widely expected to do, how will you be affected? How much will you be affected? The consensus among investors is for several rate hikes this year. … Read More
Posted on February 16, 2022
How to Avoid a Tax Bomb When Selling Your Home
Low interest rates have spiked demand for housing over the last two decades. Sale prices have more than doubled. But like all capital assets that have increased in value, taxing authorities look to collect when it’s time to… Read More
Posted on January 18, 2022
2022 Financial Planning Outlook: 3 Trends and Implications
As we enter what may well be a period of transition, effective planning will become increasingly important. As highlighted in the attached piece from Schwab, one of our two recommended custodians, three planning trends will likely dominate the… Read More
Posted on January 18, 2022
Why a January Market Correction Might be Good
Are market corrections healthy? In a word, “yes”. Are market pullbacks common? Very. Corrections prevent bubbles, which occur when market valuations are no longer supported by underlying earnings. Investors become speculators. When a bubble bursts, it can send… Read More
Leave a Comment
Posted on February 16, 2022
2022 Global Outlook
by C. Todd Fry, CIMA(R), CFS
As we ushered in 2022, much of the investment community was already preparing for a ‘new normal’. Most agree that we will likely never eradicate COVID. Inflation may remain elevated for some time, as the Fed fears… Read More
Category: Investment Planning, Market Commentary