Category: Investment Planning
Posted on September 2, 2018
Investing in a Rising-Interest-Rate Environment
“It all comes down to interest rates. As an investor, all you’re doing it putting up a lump-sump payment for a future cash flow.” -Ray Dalio- Since its inception in 1913, the Federal Reserve has had a significant… Read More
Posted on August 19, 2018
CAM Implements Riskalyze
“The essence of investment management is the management of risks, not the management of returns.” -Benjamin Graham- CAM announced it has implemented Riskalyze, the award-winning risk engineering technology that mathematically pinpoints a client’s Risk Number™ and aligns the client’s… Read More
Posted on March 8, 2018
Berkshire Hathaway Shareholder Letter – 2017
“I’ve seen more people fail because of liquor and leverage – leverage being borrowed money.” -Warren Buffett- In his latest Shareholder letter, Warren Buffett, one of the greatest leaders of our time, talks about his dislike for borrowing…. Read More
Posted on February 10, 2018
Downturns & Recoveries
“The stock market is a device for transferring money from the impatient to the patient.” -Warren Buffet- Expansions and contractions in the equity and fixed income markets should be expected. Nevertheless, many investors fear the downturns and the… Read More
Posted on March 14, 2017
Berkshire Hathaway Shareholder Letter – 2016
“Money is always there, but the pockets change.” -Gertrude Stein- In his latest Shareholder letter, Warren Buffet – admiringly known as the “Oracle of Omaha” and the architect-in-chief of Berkshire Hathaway, one of the world’s most prolific conglomerates… Read More
Posted on November 14, 2016
CAM Market Commentary Q3 2016
“I’m optimistic about the country; I’m optimistic about the American people.” -Howard Schultz- Despite an unusually antagonistic and polarizing General Election campaign, equity markets remained relatively calm through much of the Third Quarter 2016, despite underlying concern over… Read More
Posted on July 21, 2016
CAM Market Commentary Q2 2016
“Whenever you find yourself on the side of majority, it is time to pause and reflect.” -Mark Twain- After an unusually rough start, equity markets have reached new highs in 2016, thanks in large part to Central Bankers… Read More
Posted on June 20, 2016
Tune Out the Noise and Stay the Course
“Stay the course. When thwarted try again; harder; smarter. Persevere relentlessly.” -John Wooden- This is a nice overview by the American Funds to help long term investors tune out the noise and stay the course during a presidential… Read More
Posted on April 26, 2016
CAM Market Commentary Q1 2016
“Risk control is the best route to loss avoidance. Risk avoidance, on the other hand, is likely to lead to return avoidance as well.” -Howard Marks- For investors, 2016 did not begin with a bang. It began with a… Read More
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Posted on July 16, 2018
2018 Midyear Outlook Summary
by C. Todd Fry, CIMA(R), CFS
“More money has been lost trying to anticipate and protect from corrections than actually in them.” -Peter Lynch- As the first half of 2018 draws to a close, the global expansion continues to gain momentum. The U.S. economy… Read More
Category: Investment Planning, Market Commentary