Diversification Isn’t Dead, Just Forgotten
A recurring question deserves a recurring answer: no, diversification isn't dead. Here's what the data, and market history, actually show. We've lost count of how many times we've heard "diversification…
Market Timing Doesn’t Work, It Never Has
Every time stocks run up, the "market has no room left to run" chorus starts again. It's just market timing dressed up as analysis, and history says it doesn't hold…
SpaceX, OpenAI, and Anthropic IPOs: What Investors Should Know
SpaceX, OpenAI, & Anthropic IPOs are generating significant investor interest as these companies explore potential paths to the public markets. While many investors view high-profile IPOs as opportunities to participate…
Tax Planning Strategies We Implemented for Clients Last Year
How proactive tax planning can improve long term investment goals. Wondering how to lower your tax bill? The most effective tax planning strategies happen before year end. Coordinating investment decisions,…
Market Timing Mistakes: Why “This Time It’s Different” Fails
We’ve said before that the most dangerous four words in investing are: “This time it’s different.” Those words often signal the beginning of market timing decisions, when emotion starts to…
CAM Launches New Tax Advantaged Investment Strategies
Tax advantaged investment strategies are becoming a priority for high-net-worth investors facing growing tax challenges. To meet this demand, CAM Investor Solutions is expanding its offerings to help clients manage…
How Women Over 50 Achieve and Sustain Wealth: 5 Essential Strategies
Women over 50 - this is for you! If your financial situation has recently changed, consider these 5 steps to secure your financial future.
Avoid this Scary Tax Penalty! What to know about Medicare Part D
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.
Estate Planning Basics
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.
Filial Loyalty: What Adult Children Do for Their Elderly Parents
Cultures rich with filial loyalty don't need social security and nursing homes. But what toll does elder care play on family members?