Periodically checking and updating beneficiary designations on retirement accounts and life insurance is prudent. The next time you navigate the online portal or the old school paper form to write…
On occasion, you or someone you know might be asked to co-sign a financial obligation for the purchase of a car or a house or the lease of an apartment…
Parents that have built a successful business and have raised capable children might find the proposition of selling the family business to the children compelling. As with so many decisions…
When people come together and vow to spend the rest of their lives together in wedded bliss, they sometimes bring to the relationship a child or children from a previous…
Non-retirement investment accounts are often set up with wealth management firms. When the account is set up, there is an option to put a beneficiary designation on the account and…
In most families, the parents dream of leaving a legacy to their children. Of course, the parents want to create a legacy in terms of intrinsic family values and ethics…
As higher education costs continue to rise, it’s important to consider how best to fund your child’s or grandchild’s education. I propose a multi-pronged approach to utilize tax-advantaged 529 plans,…
A trust set up for the benefit of your spouse can provide powerful protection for your spouse while at the same time protect your vision for the ultimate distribution of…
What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time works especially well in a low-interest rate environment…
From time to time, it is important to take stock of our own personal liability exposure and find ways to mitigate that liability. Liability exposure can creep into our lives…
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* Beau Ruff, J.D., LL.M in Taxation, is a licensed, not practicing, lawyer
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Cameron is a Wealth Advisor who has been in the finance industry since 2008 and joined Cornerstone in 2020. He works with individuals and families as well as small business owners to help them pursue financial freedom through individualized financial planning. As Trader, Cameron also assists the team with investment analysis and portfolio construction, as well as the processing of trades and money transactions for our clients. Cameron enjoys having conversations with our Spanish-speaking clients.
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. He holds he Series 7 registration through LPL Financial, and the Series 66 registration through both LPL Financial and Cornerstone Wealth Strategies.
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 or taking pictures with his drone.
