Ever noticed your mutual fund drop in value at year-end and wondered why? In this quick video, Matt Wiser breaks down the often-confusing world of capital gain distributions—what they are, how they work, and why your investment might dip temporarily before bouncing back. Learn how to spot these changes and what they mean for your portfolio.
Curious about how stocks and bonds work—and which might be right for your portfolio? In this quick video, Matt Wiser breaks down the key differences between owning a piece of a company (stocks) and lending money to one (bonds). Learn how each investment type fits into your financial strategy, and how to balance risk and reward based on your goals and time horizon.
Wondering when to start taking Social Security? In this episode of Cornerstone Clips, Matt breaks down the pros and cons of claiming benefits early versus delaying, using the age 78 break-even point as a key decision factor. Learn how longevity, investment returns, and part-time work can impact your strategy.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Cornerstone Wealth Strategies is not registered as a broker-dealer or investment advisor.
* Beau Ruff, J.D., LL.M in Taxation, is a licensed, not practicing, lawyer
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Cameron has been in the finance industry since 2008 and an advisor since 2012, and is dedicated to working with individuals, families, and small business owners to help them pursue financial freedom through individualized financial planning. As a trader, he supports the team with investment analysis, portfolio construction, and the processing of trades and money transactions for our clients. Cameron also enjoys connecting with our Spanish-speaking clients, ensuring they receive the same high level of service.
Education: Cameron earned his Bachelor of Science in Economics from the University of Utah in 2008 and worked in the banking field until he became a licensed financial advisor in 2012.
Interests: Cameron was born and raised in the Tri-Cities. He is married to Jamie, and they have four wonderful children, Evelyn, Cassidy, Caleb, and Clara. Cameron is an active member in his community and his church. He enjoys being outdoors as much as possible with his kids, whether he is skiing, mountain biking, taking pictures with his drone, or motorcycle camping.
