Wednesday, September 14, 2011

Camarda Financial introduces its pool of talented, credible partners

Camarda Financial Advisors succeeded in its goal of making a difference in the financial advisory services landscape, because of its objective financial advice which is being offered to both existing clients and clients, without obligations for commissions, products, or sales. The company was founded in 1998, with headquarters at Fleming Island, Florida.

From Camarda Financial

The firm is the brainchild of Jeffrey Camarda, who has nearly 30 years of experience as a stockbroker, financial planner, and portfolio manager. He is a well-known financial author, national media source, and radio and television financial expert. He was named by WORTH Magazine as one of the top 25o wealth managers in America, and is the inventor of the Integrated Strategic Investment System or ISIS, the exclusive process used by Camarda Financial Advisors that helps investors target consistently dependable results, without exposing the clients’ assets to great risk.

From Camarda Financial

The company’s partners include the following notable figures:

• Jonathan Camarda, CFP, CFS, BCM, ChFC – Executive Vice President, Investments
• Mark F. Del Pezzo, CFA – Investment Policy Committee Consultant
• Dr. Thanh Bui – Director, Portfolios Management
• Chris Rea, CFA – Vice President, Investments
• William Nevius, II – Senior Vice President, Investments
• Robert Shevlin – Vice President, Investments
• Deborah Mask – Executive Vice President, Client Services and Administration
• Joyce Eason – Executive Vice President, Portfolio Accounting and Trading Specialist
• Marjorie Radford – Vice President, Personal Portfolio Advisor
• Sonja Elia – Personal Portfolio Advisor
• Melissa Hamilton - Vice President of Marketing and Business Development
• Michelle Lalumiere – Business Development Specialist
• Randy Hopf – Business Development Specialist

From Camarda Financial

More information on Camarda Financial Advisors and may be found at Camarda.com.

Monday, August 15, 2011

Congress on the Brink of the Abyss

This article was written by Jeff Camarda, CFP, ChFC, CLU, CFA, CFS, BCM, a "Worth Magazine" Top 250 Advisor**, for portfolio clients of Camarda Financial Advisors.


Ever more disheartening is our Federal government’s game of political chicken with the National debt, the markets, and, ultimately, the U.S. economy. Several of you have called in this week asking our forecast on what will happen next week and what it will portend for the markets, especially after the vicious whipsaws down we have endured this week. I remain steadfast in my expectation that an acceptable deal will get done, that confidence will be restored, as will the overall stock market uptrend that began a few weeks ago. While such a thing is never certain, I feel that this is overwhelmingly the way to bet – the probability of a failure to act -
with all the carnage that entails for the economy, U.S. stature, the markets, and the little thing of individual political careers – is so small that it needs to be effectively discounted. I expect more drama, more fear of nightmare scenarios raging on the news, but an ultimate break of sunshine, and a strong bounce up for U.S. assets in the days to come. Hang tough!

Fire Sale on Wall Street?

This article was written by Jeff Camarda, CFP, ChFC, CLU, CFA, CFS, BCM, a "Worth Magazine" Top 250 Advisor**, for portfolio clients of Camarda Financial Advisors.

A Barron's article* in this week's edition nicely summarizes the logical underpinnings for my continuing bullishness. The S&P 500 continues to trade at "one of the lowest price to earnings ratios in a generation." Dividend yields on stocks continue to outshine the interest rates on 10-year Treasury Notes, and European stocks yield even more. While fear-driven market choppiness is likely to continue, the article's author, like me, suggests we may be close to a bottom after last week's madness, the S&P's downgrade of the U.S. Government (where were they in 2008 when there was some real shaky credits to warn about?) notwithstanding. Look to the horizon, not the waves, and stay the course.

Wednesday, July 13, 2011

Camarda Financial: Assisting You with Your Retirement Goals

Camarda Financial Advisors has the experience and history to assist customers to plan for a more secure retirement as well as many other investment goals, especially in these trying economic times. The ISIS® system provides many individual portfolios to match customer preferences, and provides clear, concise insight on deciding on appropriate investments. Camarda Financial advisors are diligent in communicating with customers - frequent calls, meetings, newsletters and reports are all components of Camarda’s standard service promise. Combined with other non-investment services like taxes, estate planning, insurance analysis, and more via their affiliates, Camarda Financial can help customers plan to achieve more of their goals efficiently with less hassle. Camarda’s mission is to successfully increase the wealth of their customers, fund their dream lifestyle, & safeguard their families’ estates for present and future descendants.

Jeff Camarda is the founder and Chairman of Camarda Financial Advisors, and CEO of Camarda Consultants. A graduate of the State University of NY (BS), he has almost 30 years of experience as a financial planner, stockbroker, and portfolio manager. He is a published financial author, national media source, and radio and television financial expert. Jeff Camarda is the innovator of the ISIS® process. He has been named by WORTH Magazine as one of the Top 250 Wealth Managers in America.

Monday, May 16, 2011

Camarda Financial Tax Tips: Business Corner - Owners Alert

From the desk of Jeffrey Camarda:

There has been put forth a serious proposal in Washington to eliminate"S-Corp" tax treatment for millions of small businesses as part of general tax reform. Very large corporations and other "C-corps" pay corporate income tax at the corporate level, and then owners - shareholders - are taxed again on profits that are taken out of the corporation. But sole proprietors,partnerships, and certain businesses called S-Corps only pay tax on profits once on the owners' tax return. This proposed change is very controversial,and would have vast impact on the planning and viability of many small businesses. While the tax reform storm is likely to be very intense as we move into the 2012 election year, business owners will want to keep a very close eye on the "S-Corp" ball.

Get TaxBlock, Camarda Financial's exclusive tax service! New tax clients enjoy 20%
off tax prep work guaranteed! Returning clients get to enjoy our quality, timeliness,professionalism, and endless zeal to save you more! Ask about earning gift cards for comments and referrals. TaxBlock - "Smarter Taxes & Financial Planning."

Please note that TaxBlock is a trademark used by Camarda Consultants, LLC,a non-investment advisory affiliate of Camarda Financial Advisors. Be sure to request important disclosure information before engaging Camarda Consultants.

Camarda Consultants, LLC, an affiliate of Camarda Financial Advisors, is an affiliated consulting firm that offers to provide various non-investment advisory/non-financial planning-related consulting services. To the extent that any client of Camarda Financial Advisors desires such non-investment advisory/financial planning services, he/she can determine to do so pursuant to a separate written agreement between the client and Affiliate.

Camarda Financial Chairman Announces National Ethics Bureau Membership

Camarda Financial Advisors, LLC., a Southeast regional fee-only investments manager, formally announced that its founder and Chairman had been accepted as a member by the National Ethics Bureau. "The National Ethics Bureau is a membership organization of background-checked financial professionals. All members have passed our comprehensive, seven-year background check process and have agreed to uphold our standards for membership," according to the organization's website, which goes on to say "The National Ethics Bureau (NEB) is a leading advocate for business ethics in the financial services industry. NEB promotes ethical business practices through its trade-magazine columns, conference presentations, monthly newsletter, and website content. It also maintains a membership community of background-checked advisors who have agreed to uphold its principles and membership standards. For the general public, NEB provides the ability to purchase a background check on any financial professional prior to doing business."

Camarda Financial utilizes the trademarked ISIS® investment process, invented by Chairman Jeffrey Camarda, CFP, ChFC, CLU, CFA, CFS, BCM, and is based in Jacksonville, FL.

Camarda Financial has been noted as one of America's top investment advisory firms by Investment Advisor and Bloomberg's Wealth Manager magazines. Jeff Camarda, CFP®, ChFC®, CLU®, CFA®, CFS®, BCM has been personally recognized as one of the "Top 250 Wealth Advisors" by WORTH Magazine, and is a proud member of the National Ethics Bureau. Jeff Camarda became a certified financial planner certificant in 1992.

Another Camarda Financial Portfolio Board Member Announces CMT® Candidacy

Camarda Financial Advisors, LLC., a Southeast regional fee-only investments manager, announced that one of its Executive Vice Presidents and Portfolio Management Board Member Jonathan Camarda, CFS®, BCM^(TM), ChFC® has begun the course of study for the Chartered Market Technician professional designation program. "After recently completing the CFP® educational and testing requirements, I was ready for a new challenge," Mr. Camarda said, "and the technical analysis focus of the CMT® program is a nice complement to the fundamental analysis stressed so far in my professional education curricula."

Camarda Financial utilizes the trademarked ISIS^® investment process, invented by Chairman Jeffrey Camarda, CFP, ChFC, CLU, CFA, CFS, BCM, and isbased in Jacksonville, FL.

Camarda Financial has been noted as one of America's top investment advisory firms by Investment Advisor and Bloomberg's Wealth Manager magazines. Jeff Camarda, CFP®, ChFC®, CLU®, CFA®, CFS®, BCM^(TM) has been personally recognized as one of the "Top 250 Wealth Advisors" by WORTH Magazine, and is a proud member of the National Ethics Bureau.

Jeff Camarda became a certified financial planner certificant in 1992.