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Posted on April 18, 2022
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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.
Student of the Market
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Posted on June 20, 2022
Navigating Retirement Savings during Volatile Markets
by J. Eric Rice, CFP(R), ChFC(R)
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.
Navigating Retirement Savings During Volatile Markets
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Posted on May 10, 2022
Market Perspectives
by C. Todd Fry, CIMA(R), CFS
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.
Market Perspectives
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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 open to new ideas. Here are 10 investment themes we are watching this year.
10 Investment Themes for 2022
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Posted on May 10, 2022
Decide Where to Live in Retirement
by J. Eric Rice, CFP(R), ChFC(R)
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.
Decide Where to Live in Retirement
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Posted on April 18, 2022
Student of the Market
by C. Todd Fry, CIMA(R), CFS
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.
Student of the Market
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Posted on April 18, 2022
Women, Wealth & Well-being
by C. Todd Fry, CIMA(R), CFS
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.
Women, Wealth & Well-being
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Posted on April 5, 2022
Which Tax Documents Should I Save, Which Should I Shred?
by J. Eric Rice, CFP(R), ChFC(R)
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 to address this lingering concern. After all, who doesn’t want a more organized desk or file draw?
Which Tax Documents Should I Save, Which Should I Shred?
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Posted on March 9, 2022
3 Views on the Russia-Ukraine Conflict
by J. Eric Rice, CFP(R), ChFC(R)
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 as investors, we must look at the economic and financial implications. Attached are three perspectives, each from a highly respected industry veteran, on the impact to the world economy, financial system and political order. We welcome any questions you may have.
3 Views on the Russia-Ukraine conflict
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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 acting too aggressively and plunging the economy into recession. And heightened geo-political tensions persist. Is it a ‘new normal’ or an ever-evolving landscape? Either way, markets can, will, and must adapt.
2022 Global Outlook
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Posted on February 16, 2022
How Much Will the Fed Raising Interest Rates Affect You?
by C. Todd Fry, CIMA(R), CFS
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. What will be the impact? This article offers some important perspective.
How Much Will the Fed Raising Interest Rates Affect You?
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