The Hidden Cost of Holding Cash
Cash balances have climbed for many investors this year. Research from Avantis Investors shows why that instinct, while understandable, comes with a real long-term cost. Cash can feel like a…
Midterm Elections Won’t Wreck Your Portfolio
With the November midterms just months away, campaign coverage is intensifying. Here's what history actually shows about elections and your portfolio. Election coverage tends to dominate headlines for months before…
When Should I Claim Social Security? The Math vs. Real Life
One of the most common retirement questions we hear is: "When should I claim Social Security?" At first glance, the answer appears straightforward. Run the numbers, compare projected benefits, estimate…
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,…
Tax Saving Strategies for High Earners in 2026 and Beyond
Tax saving strategies 2026 go far beyond higher 401(k) limits. For high income households, meaningful tax savings rarely come from one strategy alone. They come from coordinating multiple layers of…
2026 401(k) Changes: What High Earners Need to Know
The 2026 401k changes for high earners could significantly impact how professionals in their 50s and early 60s save and manage taxes. New catch up rules, Roth requirements, and higher…
CAM Founders Note: Thankful for You and Year End Reminders
As we approach year end, Marc Jimenez - founder of CAM Investor Solutions - shares some helpful investment reminders.
Our Team’s Favorite Holiday Drinks: A Toast to Festive Cheer!
The year was busy, the holidays are here, so join us for a cheer! Learn the favorite festive drinks of the CAM team.
2021: How High is Too High?
Stocks surged in 2021, continuing their torrid recovery from the pandemic-fueled sell-off in February and March 2020. Since bottoming out at 18,591 on March 23rd, 2020, the Dow Jones Industrial…
Chasing the Shiny Investment
Unanticipated forces and events can have huge impacts on stocks and sectors no matter how invincible they may seem in the moment.