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 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…
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…
As we approach year end, Marc Jimenez - founder of CAM Investor Solutions - shares some helpful investment reminders.
The year was busy, the holidays are here, so join us for a cheer! Learn the favorite festive drinks of the CAM team.
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…
Unanticipated forces and events can have huge impacts on stocks and sectors no matter how invincible they may seem in the moment.
We’ve seen many framed “Home Sweet Home” signs hanging on walls of homeowners’ houses. But we’ve never seen one hanging on the walls of renters’ houses.
Inflation fears are dominating the financial news headlines these days, and it’s not hard to understand why. The Covid-19 global shutdown in 2020 was an unprecedented economic event,
The American Families Plan that President Joe Biden introduced in late April contains several tax proposals which could have broad-ranging impacts for investors.