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Cameron Rose | Sep 16, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one

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Cameron Rose | Sep 9, 2025

Lower interest rates. Now what?

Investments
Why did the Federal Reserve cut rates? Learn more here.
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Cameron Rose | Sep 2, 2025

Elections & market reactions

Investments
What do presidential elections mean for your portfolio?
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Cameron Rose | Aug 19, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

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Cameron Rose | Aug 12, 2025

U.S. Credit Downgrade: What Savers and Investors Should Know

Investments
Finance
One of the world’s top credit rating agencies just made a move no one wanted to see, and the financial media took notice. As you might have guessed, that
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Cameron Rose | Aug 5, 2025

Markets Are Reacting. Should You?

Investments
If your portfolio is built around your goals and properly diversified, it's designed for moments like this.
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Image of old building on American banknote
Cameron Rose | Jul 31, 2025

What the New Tax Bill Could Mean for You: 7 Big Changes You Should Know About

Tax Planning
Finance
It’s called the “One Big Beautiful Bill Act,” and it could represent a big overhaul to household finances.
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Cameron Rose | Jul 29, 2025

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Cameron Rose | Jul 22, 2025

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Cameron Rose | Jul 15, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record

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Cameron Rose | Jul 8, 2025

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Cameron Rose | Jul 1, 2025

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Cameron Rose is an Investment Advisor Representative offering Advisory Services & Securities through United Planners’ Financial Services of America Member FINRA/SIPC. Bridgepoint Financial Advisors and United Planners are not affiliated. 

Cameron Rose are registered to conduct securities business in CA, AZ, ID, OR, TN, UT, WA, NV, CT, PA. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

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