CAM Insights

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Is the market too high? Focus on history, not headlines!

November 19, 2024

Have we reached a new market high that cannot persist? By focusing on history, we can see that 37 out of 37 times the market has recovered.

Post Presidential Election Impacts on Your Wealth: Addressing Concerns and Finding Your “Why”

November 12, 2024

You're hearing a lot about post election economic and market impacts. This may raise some concerns for you. But why are you truly concerned?

Avoid this Scary Tax Penalty! What to know about Medicare Part D

October 29, 2024

Have you been afraid to sign up for Medicare Part D? Or look at your new Medicare Part D premium? Don't be! Avoid penalties and high fees.

How will stocks perform after the election?

October 22, 2024

Will stocks perform better or worse after the presidential election? We explain what affects a stocks price in our latest blog.

Estate Planning Basics

October 15, 2024

Do you know who will make medical decisions for you if you're too ill? Estate planning is more than just having a Will. Learn the basics.

How do Falling Interest Rates Affect My Investments?

October 8, 2024

With the recent Fed cuts, how do falling interest rates affect your investments? We review bond and stock affects on your portfolio.

Is It Time to Leave Traditional Methods for a Fee-Only Approach?

October 1, 2024

Do you know what you're truly paying your financial advisor? Do you know if they receive commissions? Learn more about fee-only advisors.

The Strong-Dollar Era: Will it Persist?

September 24, 2024

For years U.S. investments have outperformed non-U.S. investments. This is due in large part to the "strong-dollar era". Is the era over?

Filial Loyalty: What Adult Children Do for Their Elderly Parents

September 17, 2024

Cultures rich with filial loyalty don't need social security and nursing homes. But what toll does elder care play on family members?

Will the presidential election impact the stock market?

September 3, 2024

Does the presidential election actually impact the market? We have data that suggests it does not. So what does impact the markets?

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