Leave a Comment
Posted on January 27, 2023
By all accounts, last year—2022—was a challenging year for investors, both for those seeking appreciation in equities and those wanting the relative stability of fixed income (bonds). We saw interest rates rise at an unprecedented and unexpected rate…. Read More
Category: Market Commentary
Leave a Comment
Posted on September 19, 2024
4 Insights from Fund Managers’ Recent Trip to China
by C. Todd Fry, CIMA(R), CFS
At CAM, we believe in the deep dive. And we recommend fund managers who feel the same. We are not talking about excessive or un-necessary risk, but rather the drive and discipline to thoroughly vet investment opportunities. American… Read More
Category: Investment Planning, Market Commentary
Leave a Comment
Posted on September 19, 2024
How do stocks perform after the Fed cuts interest rates? Pretty well, actually.
by J. Eric Rice, CFP(R), ChFC(R)
The stock market has had a nice run in 2024, but investors have been nervous lately, because many are concerned that a slowing economy may tip over into an outright recession. To thwart that possibility, the Federal Reserve… Read More
Category: Investment Planning, Market Commentary
Leave a Comment
Posted on July 29, 2024
Utilizing a Spousal Lifetime Access Trust
by J. Eric Rice, CFP(R), ChFC(R)
Opening a trust fund is a common tool used to preserve and transfer your wealth in estate planning. Trusts can help mitigate estate taxes and help beneficiaries avoid probate court after you pass away, all while ensuring your… Read More
Category: Investment Planning, Market Commentary
Leave a Comment
Posted on May 23, 2024
Separating AI Hype from Investment Opportunity
by C. Todd Fry, CIMA(R), CFS
The artificial intelligence hype cycle has kicked into hyperdrive. Newsfeeds bring daily reports of generative AI’s promise to accelerate medical and scientific discovery, drive leaps in productivity and eliminate jobs on a mass scale. Businesses and individuals have… Read More
Category: Investment Planning, Market Commentary
Leave a Comment
Posted on January 27, 2023
Control What You Can Control
by C. Todd Fry, CIMA(R), CFS
By all accounts, last year—2022—was a challenging year for investors, both for those seeking appreciation in equities and those wanting the relative stability of fixed income (bonds). We saw interest rates rise at an unprecedented and unexpected rate…. Read More
Category: Investment Planning, Market Commentary
Leave a Comment
Posted on December 16, 2022
Turning Lemons into Lemonade
by C. Todd Fry, CIMA(R), CFS
As the old adage directs, when you are dealt lemons, make lemonade. It’s time to be opportunistic. We all know it has been a volatile year in the markets. As 2022 draws to a close, we are in the process… Read More
Category: Investment Planning, Market Commentary
Leave a Comment
Posted on October 18, 2022
Student of the Market
by C. Todd Fry, CIMA(R), CFS
Student of the Market (October 2022)
Category: Investment Planning, Market Commentary
Leave a Comment
Posted on October 18, 2022
When will the Bear Market End?
by J. Eric Rice, CFP(R), ChFC(R)
As stocks and bonds continue to tumble a week after the Federal Reserve’s latest rate hike, investors are understandably asking how long this painful bear market will persist.
Category: Investment Planning, Market Commentary
Leave a Comment
Posted on September 19, 2022
Can Midterm Elections Move Markets? 5 Charts to Watch
by C. Todd Fry, CIMA(R), CFS
In a year when soaring inflation, the war in Ukraine and a bear market have commanded headlines, the U.S. midterm elections risked becoming an afterthought. But now the election is coming back into focus…. Read More
Category: Investment Planning, Market Commentary
Leave a Comment
Posted on June 20, 2022
Debunking Three Myths on Volatility
by C. Todd Fry, CIMA(R), CFS
Most of our clients associate risk with market volatility, resulting in the loss of capital. Such beliefs can often prompt clients to invest too conservatively, leading to the loss of buying power or outliving their resources. Click below to… Read More
Category: Investment Planning, Market Commentary
We are CAM.
Categories