Category: Investment Planning
Posted on March 15, 2024
Effective Tax-Saving Strategies for Investors
We’re all investing to meet specific goals. What we want to achieve varies from one investor to another, but we can likely all agree we want more of our returns going toward our goals—and less to the IRS. Here are 6… Read More
Posted on March 15, 2024
Home Renovation Facts and Statistics (2024)
Homeowners have developed a renewed interest in home renovation projects over the past three years. According to the Joint Center for Housing Centers of Harvard University (JCHS), home improvement project spending increased from $328 billion in 2019 to $472 billion in 2022,… Read More
Posted on February 16, 2024
Top Geopolitical Trends in 2024
Despite reasonably favorable earnings and falling inflation, markets are likely to face headwinds in 2024, from geopolitical tensions around the world. Over 50% of the world’s population will go to the polls this year. Fortunately, market volatility resulting… Read More
Posted on February 16, 2024
2024 Planning and Wealth Management Outlook
Investors likely face turning points in interest rates and the economy in 2024. Manage stress and uncertainty by broadening the lens to focus on personal goals and wealth plans. In 2024, investors will likely face a turning point… Read More
Posted on February 16, 2024
What’s Right with the World
A daily diet of negative news can lead even the most experienced investors to lose conviction in their long-term investment plans. Bad news often overshadows more favorable events. Even after the U.S. avoided a recession and the inflation… Read More
Posted on November 21, 2023
7 Financial Moves to Make in Your 50s
Retirement is closer than you think; the time to start planning is now Life in your 50s probably means a hectic work and family life, with multiple responsibilities. Retirement — perhaps 10 to 15 years down the road… Read More
Posted on November 21, 2023
Millennials and Money: How the Next Generation looks at Wealth
From near-term goals to technology influences, here are some areas for Millennials to look at when planning for their future. In an age of high-speed technology and instant Google answers, Millennials expect even their investment information to be… Read More
Posted on November 21, 2023
Why You Should Always Plan Your Week Ahead
As executives, we have so much on our plates, and finding time to do everything is key. I used to be the person always behind on work, but once I discovered that planning ahead is a crucial component… Read More
Posted on July 13, 2023
Do You Need Umbrella Insurance?
Do you need umbrella insurance? Learn how to protect your assets with this personal liability coverage option. Key takeaways Umbrella liability coverage protects against the potential financial fallout of certain types of unforeseen events that lead to… Read More
Posted on April 14, 2023
Keeping Your Wealth Management Portal Up to Date
Your CAM wealth management portal allows you to aggregate your assets and liabilities, so that you can clearly see and understand your financial position in real time at any point in time. The aggregation process requires just… Read More
