CAM Insights

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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.

F.I.R.E. – Financially Independent, Retire Early

October 18, 2022

Setting your own schedule or retiring early may be more attainable than it first appears, if you're willing to make a few tradeoffs and stick to a plan.

The Psychology of Investing

October 13, 2022

As you must prune a tree or bush so that it may flourish and grow, so must the markets be pruned so that they may grow.

Those Four Nasty Words in Investing

October 11, 2022

“This time it’s different.” It’s the phrase investors use to rationalize why they are bailing out of stocks.

More Time or More Money?

October 6, 2022

Guest author, Hal Hershfield, Ph.D, poses the question, would you rather have more time or more money? What does his research say about our answer?

Is it Time for a Portfolio Checkup?

October 4, 2022

While periods of widespread decline among stocks, or “bear markets,” are a normal part of the economic cycle and should not be feared, they can reveal weaknesses in one’s portfolio.

Inside-Out Investing: Part Two

September 29, 2022

How do people make decisions? There are scientists and psychologists that dedicate their entire career to studying this question. We are each unique in our thinking, processing, upbringing, values and…

What’s Your Glide Path in Retirement?

September 27, 2022

The classic image of retirement investing is that of a retiree putting 100% of his or her assets into bonds and clipping coupons from those bonds for income payments. That…

Life Insurance for Small Business Owners

September 22, 2022

As a small-business owner, you wear a lot of hats. From billing and accounting decisions to marketing your products, there are several different decisions to be made, many of which…

Retirement Accounts for Business Owners

September 20, 2022

For most business owners, establishing a retirement plan is often the last thing they are thinking about when running their own company. When they come to us, these conversations usually…