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 Blogs, Vlogs, & Webinars

Explore our blog, vlog, and webinar resources to discover actionable tips and strategies for optimizing your portfolio, reducing taxes, protecting assets, and securing your legacy. Our content covers essential topics like wealth management, estate planning, retirement strategies, and tax-saving techniques to help you make informed financial decisions and achieve your goals. We hope you use us as a regular resource for staying informed with the latest trends and expert advice to confidently navigate your financial future.
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Blogs & Vlogs

Seasonal Stock Market Risks

Seasonal Stock Market Risks – Sell In May And Go Away?

Calendar momentum and summer market cyclicality May marks the beginning of the frequently-feared potential summer swoon in financial markets, a period – not ending until October – when stocks and other instruments of their ilk have “historically” posted poor returns,…
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Smart Money Investment Strategies

Blue Chip Stocks 101

What are blue chip stocks? Blue chip stocks, of course, line the lists of the Dow Jones Industrial Average and S&P 500. We are talking about companies like Coca Cola, and often companies with high dividend yields. Blue chips –…
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The Camarda Difference Slideshow with Dr. Jeff Camarda

Join Dr. Jeff Camarda as he walks us through The Camarda Difference Slideshow. This video covers important differences between Camarda and what you may have experienced with previous advisors. Including our Real Fiduciary title, our credentialed and experienced team of…
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annuities advice

Immediate Annuities – Buying Your Own Pension

Immediate vs. Deferred Annuities The first basic distinction among annuities contracts is between immediate vs. deferred. As we have seen in the preceding blog posts, all annuities are designed to be irrevocably converted into income at some point, by definition.…
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annuities advice

What are annuities? Basic structure and function

Basic annuity anatomy – built on life insurance Let’s begin with a basic premise: Annuities are life insurance contracts. Annuities are life insurance contracts. Those are just words, even with the repetition and the emphasis. So what does it mean?…
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Webinars

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