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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Catch Up for a More Comfortable Retirement
Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.
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HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
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Life Insurance in Retirement
Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.
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HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor
At age 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway. This article focuses on investment fundamentals as well as tips and quotes from the famous investor.
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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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.