Fee-Only Fiduciaries Growing generational wealth for families since 1993
Nationally Recognized PhD-Led Wealth Management Team
Introducing Camarda Wealth
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â—ˆ Active Portfolio Management
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â—ˆ Risk Management
â—ˆ Much More
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We work for you, not commissions. Pure fee-only wealth management, focused on maximizing your wealth.
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Integrated CFA®/CMT® portfolio management, plus plans for estate, tax, retirement, & more.
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Summary of improvement opportunities
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Portfolio Management with Full Service Financial Planning & Wealth Management
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Camarda Wealth Blog
2023 Q3 | Quarterly Market Update
Key Updates on the Economy & Markets Stocks and bonds were both impacted by a chain of events during the third quarter. It started with rising oil prices, which caused inflation to re-accelerate in August. The rebound in inflation contributed…
Smart Money Investment Strategies
When it comes to investing money, the more things change, the more they stay the same. Often consumers start investing using savings accounts, the money market, and other short- term investment options. Later, when they start to save for retirement…
The Pros and Cons of 401k Rollovers
We often get questions on the wisdom of rolling over from a 401k. Here’s a deep dive on the subject. When people change jobs or retire, one of the biggest challenges is deciding if it’s smart to rollover at 401(k)-type…
Last Minute Tax Tips & Tactics – Part I
Ah, it’s March again, and the tax madness musters anew. For those who yearn to file by April 17th, the pressure begins to build. Before the mad dash takes off in earnest in just a few short weeks, you may…
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