On March 24, 2023, the Washington State Supreme Court released its long-awaited opinion upholding the constitutionality of the new Washington Capital Gains Tax in Quinn v. State of Washington. Accordingly,…
Transferring wealth to children will become a touch easier in 2024. Buried in the estimated 4000-page Consolidated Appropriation Act of 2023 that passed at the end of 2022, was the…
In 2019, The SECURE Act changed the rules concerning the distributions from pre-tax Individual Retirement Accounts (IRAs) inherited through beneficiary designation (a so-called “Beneficiary IRA”). As with many such changes…
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…
Though most Americans have at least a passing understanding of the ability to use the equity in a house to obtain a low-interest loan though a Home Equity Line of…
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 the old days, the decision to fund a retirement account with pre-tax dollars (Traditional IRA) or fund it with after-tax dollars (Roth IRA) often hinged on when a person…
With the holiday season upon us and tidings of good cheer in the air, our collective instincts for generosity often peak. It’s worth considering perhaps a better way to give…
With the Tri-Cities housing market about as hot as it has ever been, why would an investor want to consider investing in the stock market? Let’s compare and contrast some…
One common concern for investors is seeking a reliable source of passive income. Sometimes it is not immediately evident to those investors that an investment account can easily produce passive…
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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.
