strategy.
Asset Allocation - Provide the appropriate mix of stock, bond and money market mutual funds that match your age, goals and risk tolerance.
design.
Liquidity & Risk - Design plans that help provide the proper liquidity and risk to meet your investment goals over short, intermediate and long-term time periods.
accumulate.
Build Wealth - Maintain investment strategies to help deliver wealth and income over a lifetime.
protect.
Legacy Transfer - Delivering generational assets efficiently and effectively.
satisfaction.
The Cameron Company - The business has been built on trusted relationships allowing communication and plans of action to improve everyone's understanding of the investment opportunities and objectives.
* Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable.
Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.
Newsletters
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.