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Camarda Wealth Blog

Timely Strategy & Advice

1Q 2024 Recap & 2Q 2024 Outlook

Key Updates on the Economy & Markets Stocks continued their upward trajectory in early 2024. The S&P 500 returned more than 10% for a second consecutive quarter, setting multiple new all-time highs along the way. Notably, this quarter saw a…
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Market Update: April 2nd, 2024

IN THE MARKETS Most of the major indexes advanced over the shortened trading week to end a quarter of strong gains. The S&P 500 Index recorded new closing and intraday highs to end the week. The market’s advance was notably broad, with…
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A Guide to High Net Worth Financial Planning

Most of us dream of obtaining financial freedom. Not only would this virtually eliminate stress from our lives, but it also opens countless opportunities to explore hobbies and enjoy life to the fullest. It’s no secret you’ll need to implement effective…
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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…
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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…
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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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Annuities Investment Advice

As most clients know, Camarda does not typically recommend annuities. Still, this material may be helpful as a refresher, or to pass on to someone you care about. In most of the cases we’ve seen, the products are very expensive,…
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