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Posted on January 27, 2023
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: Market Commentary
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Posted on November 17, 2025
Memo: The Parable of the Boiling Frog — and What It Teaches Us About the U.S. Deficit
by C. Todd Fry, CIMA(R), CFS
There’s an old parable about a frog placed in a pot of cool water. If the water is heated gradually, the frog fails to notice the rising temperature until it’s too late. The story, though biologically inaccurate, carries an important message: small,… Read More
Category: Investment Planning, Market Commentary
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Posted on November 17, 2025
Tax-Saving Moves You Can Make Before Year-End
by J. Eric Rice, CFP(R), ChFC(R)
From maximizing tax-advantaged savings accounts to donating to charity, here are strategic tax moves to consider before year-end. Tax Day may still be months away, but there are plenty of tax-planning strategies you can consider before then to… Read More
Category: Investment Planning, Market Commentary, Tax Planning
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Posted on October 6, 2025
4 views on one big beautiful bill
by J. Eric Rice, CFP(R), ChFC(R)
Now that President Trump’s One Big Beautiful Bill Act has been signed into law, investors are turning their attention to the impact that the massive tax and spending legislation could have on the U.S. economy and financial markets…. Read More
Category: Investment Planning, Market Commentary
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Posted on May 13, 2025
4 AI Bottlenecks Could Bolster Old Economy Companies
by C. Todd Fry, CIMA(R), CFS
The artificial intelligence (AI) hype cycle may be coming to an end. Technology giants and investors alike are enthusiastic about AI’s potential to drive productivity gains and transform the economy. But certain resource constraints could prevent AI growth rates from… Read More
Category: Investment Planning, Market Commentary
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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 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 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 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
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Posted on December 16, 2022
Turning Lemons into Lemonade
by C. Todd Fry, CIMA(R), CFS
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
Category: Investment Planning, Market Commentary
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