Category: Investment Planning
Posted on May 10, 2022
Market Perspectives
We are all aware that equity and bond markets are re-pricing, in the wake of rampant inflation, rising interest rates, supply-chain shortages, and geo-political tensions. How will these factors impact the economy and returns, both now and over… Read More
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
2022 Global Outlook
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
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
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Posted on May 10, 2022
10 Investment Themes for 2022
by C. Todd Fry, CIMA(R), CFS
At CAM, we have always believed that change brings opportunity. The investment landscape will always look different because it is constantly evolving. Yet, it may be just as rewarding for investors who are patient, focused, disciplined, and… Read More
Category: Investment Planning, Market Commentary