Post Presidential Election Impacts on Your Wealth: Addressing Concerns and Finding Your “Why”
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?
How do Falling Interest Rates Affect My Investments?
With the recent Fed cuts, how do falling interest rates affect your investments? We review bond and stock affects on your portfolio.
The Strong-Dollar Era: Will it Persist?
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?
What are good alternatives to traditional fixed income and cash? Private Credit & Direct Lending
Curious if you need to make a change to your fixed income or cash holdings if interest rates come down? Learn more about private credit.
Annuities in Retirement: Navigating Potential Tax Pitfalls
Working with a fee-only advisor can ensure you are objectively reviewing annuities to determine if they're right for your long-term income needs.
Why not just buy the S&P 500 Index?
The S&P 500 is doing great! Why not just invest in that and forget the rest? Read further to see how this might not be the best strategy.
The CAM Core Income Strategy
CAM Investor Solutions has announced the release of their new Core Income Strategy. This strategy aims to help clients earn more income.
Why Has My Homeowners Insurance Gone Up So Much?
If you've received your homeowner's insurance bill recently, you might be startled by the increase in premiums. Or you may have heard about insurance companies leaving a state completely. Homeowners…
“The 3.2% Problem” – The Average Fixed Income Return
Do you have a plan for your fixed income when rates come down? Historically, average fixed income returns have been 3.2% - which is a problem. Find out why.
How do Markets Perform in an Election Year?
How does the stock market perform during an election year? Does it matter which party wins the Presidency? See what the data says.