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Get to know CEO Kelly Campbell and the work that he is doing in the financial planning sector to help investors like you manage your investments today and the future.
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January 24, 2012, Out with the Old, In with the New
On January 23rd, Kelly Campbell was interviewed by WTTG FOX 5 on a special segment titled “Out with the Old, In with the New.” Kelly offered his advice and insight on weighing options when making decisions on large ticket puchases such as a new car or making upgrades to your home.
January 24, 2012, How to Invest for your Baby
On January 23rd 2012, Kelly Campbell, founder and principal at Campbell Wealth Management, was interviewed by Fox Business for an article on investment options for new parents. Kelly speaks on avoiding savings bonds and opting more for 529 contributions among several other options.
December 22, 2011, Financial New Year’s Resolutions for 2012
Kelly Campbell, founder and CEO of Campbell Wealth Management, was featured in today’s Washington Post article titled “Financial New Year’s Resolutions for 2012”. Campbell offers his advice on how to tackle financial goals utilizing the acronym SMAC (Specific, Measurable, Achievable and Compatible).
December 6, 2011, Four ‘Musts’ to Achieve Your 2012 Financial Goals
In an article for US News & World Report, Kelly Campbell, founder and president of Campbell Wealth Management, discusses strategies to achieve 2012 financial resolutions. In order to complete goals, Campbell offers that investors be very specific and create measurable objectives. For example, rather than just setting a numerical goal for retirement, plan exactly how your retirement will look (travel, hobbies, housing plans, etc.) and calculate how much money you will need.
December 5, 2011, Holiday Spending
On Dec. 5, Kelly Campbell appeared on Fox 5 to discuss holiday spending and financial resolutions for the New Year. Kelly discussed strategies for holiday shopping this season and explained the importance of setting a gift budget. He offered that viewers should continue investing and saving and to be prepared to pay down holiday debt within three months.
December 1, 2011, SmartCEO December 2011
Kelly Campbell, founder and president of Campbell Wealth Management, is featured in “The Economy Issue” of SmartCEO magazine. Campbell offers his insight on how business owners should prepare for a successful 2012, given economic hardship over the past few years. He explains that while it may be a sluggish year, there will be opportunities for business, especially wealth management firms. “We need to help people grow their investments. I can almost guarantee it’s going to be our best year,” he explains.
December 1, 2011, Kiplinger’s Retirement Report, December 2011
Rachel Sheedy of Kiplinger’s Retirement Report quotes Kelly Campbell, founder and president of Campbell Wealth Management, in an article about the increase in retirees making mortgage payments. The article highlights whether or not to pay off the loan, especially with current interest rates at historic lows. Campbell offers that having a mortgage in retirement often makes retirees feel uncomfortable and he advises them to try and pay off the mortgage before entering retirement.
November 30, 2011, How Much Is Enough?
In a financial literacy study released by Bankrate.com, Kelly Campbell, founder and president of Campbell Wealth Management, discusses investors’ current comfort level with debt compared to last year. He explains that investors should be aware that volatility is here to stay and a major focus needs to shift onto decreasing debt. “Your confidence can increase in this environment by thinking about things that hurt you in the future,” Campbell explains. “Debt will hurt you in the future if you have any kind of employment or stock market issue.”