CAM Insights

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Financial Tips for New and Expecting Parents

December 15, 2022

Whether you’re a new parent planning for the future or you’ve already got a child on the way, the prospect of having a baby can be both exciting and nerve-wracking at the same time. Here are several tips to help new and expecting parents financially plan around a new addition to the family.

Year-End Deadlines to Know

December 8, 2022

Missing December 31st deadlines could be costly. Consider making these 6 money moves so you can enjoy your holidays and set your finances up well for the new year.

Recession – Markets Don’t Wait for Headlines

December 1, 2022

Some investors may worry about the stock market sinking after a recession is officially announced. But history shows that markets incorporate expectations ahead of economic reports.

Thankful for You, Health and Wealth

November 24, 2022

We are so grateful for the trust you've placed in us, for your loyalty, and for your willingness to share your challenges, successes, and lifetime goals.

How Are Investments Taxed?

November 15, 2022

Knowing how your assets are taxed might inform how you manage your portfolio, from which securities you invest in, to which accounts you hold them in.

How to Pick a Financial Advisor

November 10, 2022

Hiring experts to assist you can really bring peace of mind and reduce stress. But how do you pick the right one?

Day of the Dead Portfolio – The 60/40

November 1, 2022

In the face of ultra-low interest rates and the rise of alternatives, learn how you may be able to start building a portfolio for today’s economy rather than the past’s.

Open Enrollment Season: What you need to know

October 27, 2022

It's benefits season. What do you need to know to capture the most value and ensure your health and assets are protected?

Do Midterm Elections Affect the Market?

October 25, 2022

Does control of the House or Senate by a certain party have any impact on market performance? The short answer - NO.

Insurance lessons learned from Hurricane Ian

October 20, 2022

We can see these events coming but there is only so much one can physically do to prepare for them in the moment. However, you can prepare well ahead of time to ensure your financial security can protect you.