Categories

Category: Market Commentary

4 Insights from Fund Managers’ Recent Trip to China

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

How do stocks perform after the Fed cuts interest rates? Pretty well, actually.

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

Utilizing a Spousal Lifetime Access Trust

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

Separating AI Hype from Investment Opportunity

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

Control What You Can Control

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

Turning Lemons into Lemonade

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

Student of the Market

  Student of the Market (October 2022)

When will the Bear Market End?

  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.

Can Midterm Elections Move Markets? 5 Charts to Watch

        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

Debunking Three Myths on Volatility

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