Posted on July 20, 2022
Estate Planning for America’s Wealthiest Investors
Estate Planning for America’s Wealthiest Investors
Estate planning is something that many investors avoid at all costs, after all, who wants to talk about death and dying? Skipping this important step in financial planning can have disastrous consequences for investors, including those investors at the highest levels of wealth. A lack of proper estate planning can result in estates potentially losing millions of dollars or struggling with being able to obtain access to millions.
Posted on July 20, 2022
What Is Herd Behavior, and Why Does it Impact My Money?
In times of market turbulence, it’s natural to want to follow the crowd. But unfortunately, the crowd is usually running in the wrong direction.
Posted on June 20, 2022
Don’t Panic, Plan It
We frequently stress the importance of planning. A well-conceived, comprehensive plan is the best investment policy statement you will ever have. Through planning, you can understand how periods of significant volatility—like the current market downturn–may impact your long-term financial objectives. Click below to learn more.
Posted on June 20, 2022
Navigating Retirement Savings during Volatile Markets
Volatility can be stressful, even for the most seasoned investors. Despite the anxiety you may be feeling, the success of your investment strategy often lies in your ability to weather the storm Rebounds are highly concentrated and can come at any time, as advances are rarely linear. Click below to see how staying invested can significantly bolster your returns.
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 the next decade? Click here for some insight from one of America’s most respected money managers.
Posted on May 10, 2022
10 Investment Themes for 2022
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 open to new ideas. Here are 10 investment themes we are watching this year.
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 you be thinking about your retirement? Click here for some insight into that very important question.
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 always provoked by changes in prevailing interest rates, geo-political unrest, and global economic strengths and weaknesses. Every situation is slightly different, however, history offers incredible insight into how markets have and will respond.
We hope you enjoy the latest edition of “Student of the Market”. Remember that what happens in the short term will likely have a very limited impact on your long-term investment results.
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 being able to explore interests important to them. Their approach is governed by a thoughtful and refreshing perspective.
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Posted on June 20, 2022
Debunking Three Myths on Volatility
by C. Todd Fry, CIMA(R), CFS
Most of our clients associate risk with market volatility, resulting in the loss of capital. Such beliefs can often prompt clients to invest too conservatively, leading to the loss of buying power or outliving their resources. Click below to read about three myths concerning volatility which can derail your retirement and should be debunked.
Debunking Volatility Myths