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CTA Wealth Advisors, Inc. publishes content on a regular basis designed to inform and educate our clients with current articles and insights.

Wednesday, January 11, 2023

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets...

Tuesday, January 10, 2023

A Personal Note from Cam – Dated January 10, 2023. At the stroke of midnight on New Year’s Eve, it is traditional to sing Auld Lang Syne, a Scottish poem written by Robert Burns in 1788 and set to music in 1799.  Auld...

Tuesday, October 18, 2022

A Personal Note from Cam – Dated October 18, 2022  First and foremost, before I delve into current financial thoughts, I wish to share that our prayers are with our friends, family, and anyone affected by Hurricane Ian. I...

Friday, October 7, 2022

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets...

Tuesday, July 12, 2022

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets...

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Tuesday, June 14, 2022

A Personal Note from Cam – Dated June 14, 2022 Since my last Personal Note, I’ve probably started and stopped a new note to you over 20 times! It seems that every other day during the past few months, we have been faced...

Tuesday, May 17, 2022

Wednesday, April 6, 2022

Wednesday, March 2, 2022

Friday, January 28, 2022

Friday, January 7, 2022

Thursday, December 9, 2021

Tuesday, October 12, 2021

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The...

Wednesday, September 22, 2021

A Personal Note from Cam – Dated September 22, 2021 In late December of 2019, the imaginatively named Setting Every Community Up for Retirement Enhancement (SECURE) Act became law. The SECURE Act was intended mainly to expand...

Wednesday, July 7, 2021

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The...

Wednesday, June 30, 2021

A Personal Note from Cam – Dated June 30, 2021 Today represents the final trading day for the first half 2021. And what a first half it has been! If this week finishes anything like the past two weeks, I believe we are in for a...

Wednesday, June 16, 2021

A Personal Note from Cam – Dated June 16, 2021 I was reminded of a childhood experience during a recent conversation. When you were a kid, did you ever ride your bike, or perhaps a scooter or skateboard down a steep hill only to...

Thursday, May 20, 2021

A Personal Note from Cam – Dated May 20, 2021 While 2020 was a year to forget in many respects, it is important to remember that from an economic perspective, it could have been a lot worse. In my past Notes, I have attempted to...

Thursday, April 8, 2021

Every season of life requires a different focus. Enjoying a prosperous retirement requires putting the right habits in place during the working years, but there are important decisions to be made after you are no longer working. Here...

Thursday, April 8, 2021

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The...

Friday, March 5, 2021

Multi-generational financial planning is complex, and a lot of the bigger questions in life tend to arise when thinking about your legacy. Different seasons of life bring different challenges, and priorities change over time. Estate...

Friday, February 12, 2021

Life changes often, and it is easy to lose track of all that has happened when we are focused on managing day-to-day responsibilities. Insurance coverage needs to be reviewed periodically not only to make sure your family is protected...

Friday, January 15, 2021

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The...

Monday, January 11, 2021

As we transition into a new year, we naturally think about our long-term plans and reevaluate our choices. There are a few key areas in particular that especially deserve our attention as the world navigates the next big transition....

Monday, December 14, 2020

The events of this year have been unexpected (that’s putting it lightly). After months of our lives being turned upside down by COVID-19, change and uncertainty have become the norm. More lockdown restrictions are being...

Wednesday, November 25, 2020

A Personal Note from Cam – Dated November 24, 2020 A Plea for Unity President-elect Joe Biden stood behind a podium on a stage in Delaware and said, “I’m humbled by the trust and confidence you placed in me. I pledge...

Tuesday, November 17, 2020

Your life is constantly in motion. Your life situation may change, your goals may change, you may experience a transition or experience the effects of external forces—like a global pandemic. Your financial plan should reflect...

Saturday, October 24, 2020

Are you confident in your ability to make sound financial decisions? According to the 2020 Consumer Financial Literacy Survey, the majority of Americans (57%) are confident in their own personal finance knowledge. (1) Meanwhile,...

Thursday, October 15, 2020

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The...

Thursday, October 15, 2020

A Personal Note from Cam – Dated October 14, 2020 It is starting to feel a little like beating on a dead horse, but we truly are living through unprecedented times. Remember when the New York Times published a series of articles...

Saturday, September 12, 2020

The coronavirus pandemic and its far-reaching implications has wreaked havoc across the globe. Calling these uncertain times sounds like a gross understatement that doesn’t do justice to the level of stress you’re...

Tuesday, August 25, 2020

I was a psychology major in college. But you do not need a degree in psychology to know that at any moment in time, a given portion of the population will have an optimistic outlook, and a given portion of the population will have a...

Wednesday, August 12, 2020

As we enter summer and find ourselves halfway through 2020, as a nation we are in rough seas, with no smooth water in sight. From COVID-19 and the ensuing economic crisis to the civil unrest crying for an end to racism, these are...

Tuesday, July 21, 2020

When it came time for me to choose a career path, I knew that whatever job I pursued needed to be in line with my values. Most importantly, I wanted to serve others; to help people in a tangible way and add value to their lives. Other...

Wednesday, July 15, 2020

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The...

Tuesday, June 30, 2020

Up until now, a global pandemic probably sounded like something that only happened in movies. Uncertain times?—more like scary or downright panic-inducing. In the midst of record unemployment figures, declines in GDP, and...

Thursday, June 11, 2020

It is with sadness, anger, anxiety, and hope that I share with you today. Every day it’s something new. Lately, more often than not, it has been something awful. It seems our daily life could not become more difficult and yet it...

Thursday, June 4, 2020

Sometimes life doesn’t go in the direction you expect, but that’s not a bad thing. So even though I thought my life plans would include a lifelong career in the United States Navy, seeing a need and having the knowledge and...

Friday, May 8, 2020

As Certified Financial Planner™ practitioners, we are called upon to deal with an enormous volume of information in our ever-complicated society. The COVID-19 crisis has added many new wrinkles to what we need to consider in our day to day

Tuesday, May 5, 2020

A Personal Note from Cam – Dated May 1, 2020 The headlines are full of terrible news. The United States economy contracted nearly 5% in the first quarter. Jobless claims have topped 30 million, erasing ALL of the job gains since...

Tuesday, April 28, 2020

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The...

Saturday, April 18, 2020

Oh, the joy of living through history when you know that history is being written! And when I say “history,” it’s not an empty expression. History is being recorded on a number of fronts right now. For starters, the...

Wednesday, April 8, 2020

This past Sunday, April 5th, Jane and I once again joined in with our faith community and participated in a virtual mass from the comfort of our family room.

Thursday, April 2, 2020

A Personal Note from Cam – Dated April 2, 2020 Please Share This with Your Family and Friends Against the odds, the world is pulling together. Based on what I have personally seen and experienced, it seems that people from all...

Tuesday, March 31, 2020

The CARES Act A summary of this historic relief program. In response to the unfolding COVID-19 global pandemic, the United States Congress introduced and President Trump has signed into law the Coronavirus Aid, Relief, and Economic...

Friday, March 27, 2020

For many Americans, quarantine is likely our reality for the next several weeks -- or longer. For some of us, it’s business as usual albeit working from home. For others, it may feel like Groundhog Day, caught in a time loop,...

Thursday, March 26, 2020

Even in times of uncertainty, criminals are preying on your fear and sending all kinds of scams related to the Coronavirus (COVID-19). Be aware and be cautious.

Wednesday, March 25, 2020

I am grateful for the response my March 16th Note received. Your text messages, emails, and words of gratitude are very much appreciated by our entire team.

Monday, March 16, 2020

This time is different…how many times have you heard these words before? The global coronavirus pandemic and resulting market slump seems like an entirely new challenge for each of us. But is it really all that different from...

Thursday, March 12, 2020

As so it begins…As of this writing on Wednesday, March 11, 2020, stocks’ 11-year bull run is on the verge of ending. The Dow Jones Industrial Average (DJIA) fell more than 1,400 points during the session, sending it more...

Friday, February 28, 2020

Stock Market – Wild Ride What a week it has been in the stock market – wow! It is important to keep some things in mind when we witness market pull backs like this. We hope the following important reminders will help you...

Wednesday, February 26, 2020

Since our last update, coronavirus (COVID-19) incidence and deaths have increased significantly, the geographic footprint has expanded and the toll on the global economy is beginning to be felt and measured.

Thursday, February 13, 2020

With today’s technology driven society and all the gadgets we have access to, there are always people that are trying to trick, coerce, or force you into providing information or money. On your smartphone you get an Unknown...

Thursday, January 23, 2020

A new strain of coronavirus, 2019 Novel Coronavirus (2019-nCoV), was first identified earlier this month by Chinese researchers in Wuhan, a city in central China of 11 million people. The cases were linked to a market that sold live...

Wednesday, January 15, 2020

Today there are billions of dollars in unclaimed money and property throughout the United States and its territories that belongs to individuals just like you. Using the most recent year where complete statistics are available, 2015...