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Category: Market Commentary

Navigating Retirement Savings during Volatile Markets

Volatility can be stressful, even for the most seasoned investors. Despite the anxiety you may be feeling, the success of your investment strategy often lies in your ability to weather the storm Rebounds are highly concentrated and can… Read More

10 Investment Themes for 2022

  At CAM, we have always believed that change brings opportunity.  The investment landscape will always look different because it is constantly evolving.  Yet, it may be just as rewarding for investors who are patient, focused, disciplined, and… Read More

2022 Global Outlook

  As we ushered in 2022, much of the investment community was already preparing for a ‘new normal’.  Most agree that we will likely never eradicate COVID.  Inflation may remain elevated for some time, as the Fed fears… Read More

2022 Financial Planning Outlook: 3 Trends and Implications

As we enter what may well be a period of transition, effective planning will become increasingly important. As highlighted in the attached piece from Schwab, one of our two recommended custodians, three planning trends will likely dominate the… Read More

Why a January Market Correction Might be Good

Are market corrections healthy? In a word, “yes”. Are market pullbacks common? Very. Corrections prevent bubbles, which occur when market valuations are no longer supported by underlying earnings. Investors become speculators. When a bubble bursts, it can send… Read More

2022 Outlook: Long-Term Perspective on Markets and Economies

Over the past ten-plus years, we have witnessed unprecedented growth in equity markets, as Central Banks around the world lowered interest rates and boosted bond purchases. Rising inflation is now expected to force these bankers to curtail stimulus,… Read More

US Debt-Ceiling Debate Heats Up Again

Raising the National Debt ceiling may seem routine, however, increasing political bias in both parties has made the process anything but simple.  Arguments over which party has contributed more to the deficit, through tax cuts or entitlement packages,… Read More

2019 Outlook Summary

“To argue against the global economy is like stating opposition to the weather – it continues whether you like it or not.” -John McCain- As we being the New Year, we want to share the 2019 Outlook Summary… Read More

2018 Midyear Outlook Summary

“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

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