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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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?